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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 | $89,543 | $85,766+4.4% | $136,295-34.3% | $70,131+27.7% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 12.14% | 31.45%-19.3pp | 5155.97%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $229 | $2,966-92.3% | $4,695-95.1% | $2,342-90.2% |
| Participant deferral / active EE | $2,320 | $5,051-54.1% | $6,247-62.9% | $3,332-30.4% |
| Admin fee / account holder | $16,237 | $5,420+199.6% | $9,243+75.7% | $4,645+249.5% |