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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,048 | $95,404-19.2% | $113,397-32.1% | $82,637-6.8% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 6.89% | 19.08%-12.2pp | 23.20%-16.3pp | 53.51%-46.6pp |
| Employer contribution / active EE | $641 | $2,307-72.2% | $2,977-78.5% | $2,552-74.9% |
| Participant deferral / active EE | $3,970 | $4,220-5.9% | $5,076-21.8% | $4,126-3.8% |
| Admin fee / account holder | $11,870 | $9,168+29.5% | $11,957-0.7% | $7,339+61.7% |