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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 | $59,020 | $138,366-57.3% | $184,185-68.0% | $80,911-27.1% |
| Participation rate | 74.2% | 83.9%-9.7pp | 86.8%-12.6pp | 67.6%+6.5pp |
| Annual return | 8.74% | 20.02%-11.3pp | 28.81%-20.1pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,369 | $4,849-71.8% | $6,426-78.7% | $2,756-50.3% |
| Participant deferral / active EE | $3,179 | $7,074-55.1% | $9,132-65.2% | $4,297-26.0% |
| Admin fee / account holder | $2,952 | $10,484-71.8% | $13,909-78.8% | $6,935-57.4% |