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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 | $97,053 | $123,793-21.6% | $177,848-45.4% | $79,856+21.5% |
| Participation rate | 79.1% | 84.7%-5.6pp | 87.7%-8.6pp | 69.6%+9.4pp |
| Annual return | 10.48% | 22.82%-12.3pp | 48.33%-37.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,102 | $4,095-73.1% | $5,919-81.4% | $2,471-55.4% |
| Participant deferral / active EE | $3,436 | $5,956-42.3% | $7,714-55.5% | $3,741-8.1% |
| Admin fee / account holder | $8,257 | $7,243+14.0% | $12,431-33.6% | $5,306+55.6% |