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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 | $105,563 | $123,478-14.5% | $216,567-51.3% | $94,015+12.3% |
| Participation rate | 72.5% | 75.1%-2.6pp | 81.6%-9.1pp | 70.8%+1.7pp |
| Annual return | 4.78% | 23.61%-18.8pp | 12.94%-8.2pp | 17.84%-13.1pp |
| Employer contribution / active EE | -$23 | $3,136-100.7% | $5,216-100.4% | $2,790-100.8% |
| Participant deferral / active EE | $3,456 | $4,556-24.1% | $6,191-44.2% | $4,249-18.7% |
| Admin fee / account holder | $13,475 | $12,753+5.7% | $21,981-38.7% | $8,951+50.5% |