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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 | $108,747 | $146,267-25.7% | $197,124-44.8% | $82,448+31.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 2.31% | 29.61%-27.3pp | 44.34%-42.0pp | 41.64%-39.3pp |
| Employer contribution / active EE | $1,424 | $4,723-69.9% | $6,227-77.1% | $2,551-44.2% |
| Participant deferral / active EE | $4,160 | $7,035-40.9% | $9,135-54.5% | $4,139+0.5% |
| Admin fee / account holder | $9,257 | $14,422-35.8% | $16,298-43.2% | $7,234+28.0% |