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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 | $138,570 | $101,795+36.1% | $165,100-16.1% | $80,959+71.2% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.0pp |
| Annual return | 6.80% | 16.73%-9.9pp | 70.21%-63.4pp | 35.67%-28.9pp |
| Employer contribution / active EE | $473 | $2,954-84.0% | $4,348-89.1% | $2,757-82.9% |
| Participant deferral / active EE | $2,838 | $4,476-36.6% | $6,035-53.0% | $4,300-34.0% |
| Admin fee / account holder | $5,657 | $8,221-31.2% | $12,696-55.4% | $6,925-18.3% |