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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 | $70,859 | $143,969-50.8% | $199,883-64.5% | $82,637-14.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 86.8%-11.8pp | 68.1%+6.9pp |
| Annual return | 12.59% | 25.67%-13.1pp | 43.81%-31.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,328 | $4,632-71.3% | $6,261-78.8% | $2,552-48.0% |
| Participant deferral / active EE | $3,946 | $6,937-43.1% | $9,138-56.8% | $4,126-4.4% |
| Admin fee / account holder | $4,304 | $14,597-70.5% | $17,268-75.1% | $7,339-41.4% |