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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 | $123,478-10.3% | $216,567-48.9% | $94,015+17.8% |
| Participation rate | 74.7% | 75.1%-0.4pp | 81.6%-7.0pp | 70.8%+3.9pp |
| Annual return | 3.71% | 23.61%-19.9pp | 12.94%-9.2pp | 17.84%-14.1pp |
| Employer contribution / active EE | $567 | $3,136-81.9% | $5,216-89.1% | $2,790-79.7% |
| Participant deferral / active EE | $4,020 | $4,556-11.8% | $6,191-35.1% | $4,249-5.4% |
| Admin fee / account holder | $1,822 | $12,753-85.7% | $21,981-91.7% | $8,951-79.6% |