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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 | $142,972-13.7% | $214,702-42.5% | $86,983+41.9% |
| Participation rate | 88.9% | 84.9%+4.0pp | 87.5%+1.4pp | 69.5%+19.3pp |
| Annual return | 11.51% | 18.49%-7.0pp | 54.55%-43.0pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,301 | $4,635-71.9% | $6,461-79.9% | $2,584-49.7% |
| Participant deferral / active EE | $3,821 | $6,568-41.8% | $9,147-58.2% | $4,194-8.9% |
| Admin fee / account holder | $2,281 | $17,617-87.1% | $19,830-88.5% | $7,856-71.0% |