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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 | $99,350 | $125,797-21.0% | $170,043-41.6% | $75,173+32.2% |
| Participation rate | 78.1% | 83.6%-5.5pp | 87.0%-8.9pp | 67.2%+10.9pp |
| Annual return | 1.68% | 27.20%-25.5pp | 53.40%-51.7pp | 160.72%-159.0pp |
| Employer contribution / active EE | $1,375 | $4,616-70.2% | $6,790-79.7% | $2,671-48.5% |
| Participant deferral / active EE | $4,014 | $6,838-41.3% | $10,410-61.4% | $4,126-2.7% |
| Admin fee / account holder | $1,030 | $8,177-87.4% | $12,824-92.0% | $5,651-81.8% |