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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 | $142,972-64.3% | $214,702-76.2% | $86,983-41.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 87.5%-7.5pp | 69.5%+10.5pp |
| Annual return | 8.99% | 18.49%-9.5pp | 54.55%-45.6pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,152 | $4,635-75.1% | $6,461-82.2% | $2,584-55.4% |
| Participant deferral / active EE | $3,878 | $6,568-41.0% | $9,147-57.6% | $4,194-7.5% |
| Admin fee / account holder | $3,972 | $17,617-77.5% | $19,830-80.0% | $7,856-49.4% |