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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 | $110,724 | $114,712-3.5% | $173,730-36.3% | $87,485+26.6% |
| Participation rate | 74.7% | 73.0%+1.7pp | 79.6%-4.9pp | 68.9%+5.8pp |
| Annual return | 3.71% | 20.18%-16.5pp | 19.96%-16.2pp | 26.06%-22.4pp |
| Employer contribution / active EE | $567 | $2,904-80.5% | $4,577-87.6% | $2,596-78.2% |
| Participant deferral / active EE | $4,020 | $4,642-13.4% | $6,326-36.5% | $4,274-5.9% |
| Admin fee / account holder | $1,822 | $10,210-82.2% | $17,523-89.6% | $7,775-76.6% |