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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 | $73,821 | $122,258-39.6% | $199,883-63.1% | $64,097+15.2% |
| Participation rate | 74.8% | 79.0%-4.2pp | 86.8%-12.0pp | 55.2%+19.6pp |
| Annual return | 11.48% | 24.91%-13.4pp | 43.81%-32.3pp | 34.64%-23.2pp |
| Employer contribution / active EE | $1,232 | $4,242-71.0% | $6,261-80.3% | $1,891-34.9% |
| Participant deferral / active EE | $3,516 | $6,258-43.8% | $9,138-61.5% | $3,080+14.2% |
| Admin fee / account holder | $17,261 | $3,882+344.7% | $17,2680% | $3,454+399.7% |