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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 | $95,561 | $109,359-12.6% | $162,185-41.1% | $72,976+30.9% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 15.36% | 25.46%-10.1pp | 115.61%-100.3pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,198 | $3,907-69.4% | $5,613-78.7% | $2,440-50.9% |
| Participant deferral / active EE | $2,823 | $5,481-48.5% | $7,297-61.3% | $3,608-21.8% |
| Admin fee / account holder | $1,381 | $7,972-82.7% | $10,844-87.3% | $5,124-73.0% |