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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 | $114,712-8.0% | $173,730-39.2% | $87,485+20.7% |
| Participation rate | 72.5% | 73.0%-0.5pp | 79.6%-7.1pp | 68.9%+3.6pp |
| Annual return | 4.78% | 20.18%-15.4pp | 19.96%-15.2pp | 26.06%-21.3pp |
| Employer contribution / active EE | -$23 | $2,904-100.8% | $4,577-100.5% | $2,596-100.9% |
| Participant deferral / active EE | $3,456 | $4,642-25.5% | $6,326-45.4% | $4,274-19.1% |
| Admin fee / account holder | $13,475 | $10,210+32.0% | $17,523-23.1% | $7,775+73.3% |