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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 | $98,043 | $109,359-10.3% | $162,177-39.5% | $72,975+34.4% |
| Participation rate | 96.1% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.6pp |
| Annual return | 11.89% | 25.46%-13.6pp | 115.60%-103.7pp | 81.01%-69.1pp |
| Employer contribution / active EE | $1,003 | $3,907-74.3% | $5,613-82.1% | $2,440-58.9% |
| Participant deferral / active EE | $7,006 | $5,481+27.8% | $7,297-4.0% | $3,608+94.2% |
| Admin fee / account holder | $832 | $7,972-89.6% | $10,843-92.3% | $5,124-83.8% |