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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 | $68,238 | $125,797-45.8% | $170,028-59.9% | $75,181-9.2% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.0%-5.8pp | 67.2%+14.1pp |
| Annual return | 13.45% | 27.20%-13.7pp | 53.39%-39.9pp | 160.69%-147.2pp |
| Employer contribution / active EE | $1,275 | $4,616-72.4% | $6,788-81.2% | $2,671-52.2% |
| Participant deferral / active EE | $3,930 | $6,838-42.5% | $10,409-62.2% | $4,126-4.8% |
| Admin fee / account holder | $9,080 | $8,177+11.1% | $12,820-29.2% | $5,650+60.7% |