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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 | $106,864-3.2% | $147,318-29.7% | $82,637+25.2% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.1%-0.8pp | 68.1%+13.2pp |
| Annual return | 14.09% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $5 | $3,417-99.9% | $4,593-99.9% | $2,552-99.8% |
| Participant deferral / active EE | $4,440 | $6,496-31.6% | $7,906-43.8% | $4,126+7.6% |
| Admin fee / account holder | $11,113 | $8,415+32.1% | $13,708-18.9% | $7,339+51.4% |