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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 | $69,008 | $77,472-10.9% | $100,392-31.3% | $80,935-14.7% |
| Participation rate | 75.7% | 76.9%-1.2pp | 81.5%-5.8pp | 67.7%+8.1pp |
| Annual return | 10.02% | 37.26%-27.2pp | 49.45%-39.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,180 | $6,818-9.4% | $8,090-23.6% | $4,299+43.7% |
| Admin fee / account holder | $2,031 | $5,885-65.5% | $7,904-74.3% | $6,924-70.7% |