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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 | $106,721 | $87,834+21.5% | $133,975-20.3% | $62,881+69.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.49% | 12.05%-8.6pp | 29.29%-25.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,034 | $3,482-70.3% | $5,211-80.2% | $2,281-54.7% |
| Participant deferral / active EE | $4,126 | $4,812-14.2% | $6,282-34.3% | $3,203+28.8% |
| Admin fee / account holder | $5,932 | $5,372+10.4% | $9,324-36.4% | $4,296+38.1% |