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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 | $51,069 | $146,267-65.1% | $197,124-74.1% | $82,448-38.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 8.99% | 29.61%-20.6pp | 44.34%-35.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,152 | $4,723-75.6% | $6,227-81.5% | $2,551-54.8% |
| Participant deferral / active EE | $3,878 | $7,035-44.9% | $9,135-57.6% | $4,139-6.3% |
| Admin fee / account holder | $3,972 | $14,422-72.5% | $16,298-75.6% | $7,234-45.1% |