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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 | $99,786 | $123,793-19.4% | $177,840-43.9% | $79,852+25.0% |
| Participation rate | 94.6% | 84.7%+9.9pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 6.60% | 22.82%-16.2pp | 48.32%-41.7pp | 31.72%-25.1pp |
| Employer contribution / active EE | $1,190 | $4,095-70.9% | $5,919-79.9% | $2,471-51.8% |
| Participant deferral / active EE | $8,615 | $5,956+44.6% | $7,714+11.7% | $3,740+130.3% |
| Admin fee / account holder | $7,347 | $7,243+1.4% | $12,431-40.9% | $5,306+38.5% |