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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 | $123,413 | $143,969-14.3% | $199,883-38.3% | $82,637+49.3% |
| Participation rate | 88.9% | 84.1%+4.7pp | 86.8%+2.1pp | 68.1%+20.8pp |
| Annual return | 11.51% | 25.67%-14.2pp | 43.81%-32.3pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,301 | $4,632-71.9% | $6,261-79.2% | $2,552-49.0% |
| Participant deferral / active EE | $3,821 | $6,937-44.9% | $9,138-58.2% | $4,126-7.4% |
| Admin fee / account holder | $2,281 | $14,597-84.4% | $17,268-86.8% | $7,339-68.9% |