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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 | $103,497 | $106,749-3.0% | $145,433-28.8% | $82,448+25.5% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 14.09% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5 | $3,444-99.9% | $4,554-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $4,440 | $6,519-31.9% | $7,897-43.8% | $4,139+7.3% |
| Admin fee / account holder | $11,113 | $8,390+32.5% | $13,129-15.4% | $7,234+53.6% |