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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 | $145,431-25.2% | $211,142-48.5% | $87,485+24.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 87.3%-9.5pp | 68.9%+8.8pp |
| Annual return | 2.31% | 27.21%-24.9pp | 46.84%-44.5pp | 26.06%-23.7pp |
| Employer contribution / active EE | $1,424 | $4,662-69.5% | $6,442-77.9% | $2,596-45.2% |
| Participant deferral / active EE | $4,160 | $6,859-39.4% | $9,284-55.2% | $4,274-2.7% |
| Admin fee / account holder | $9,257 | $17,052-45.7% | $19,076-51.5% | $7,775+19.1% |