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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 | $54,868 | $81,504-32.7% | $102,437-46.4% | $80,959-32.2% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 8.89% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $643 | $3,104-79.3% | $3,871-83.4% | $2,757-76.7% |
| Participant deferral / active EE | $3,563 | $3,871-8.0% | $5,060-29.6% | $4,300-17.2% |
| Admin fee / account holder | $3,770 | $6,719-43.9% | $8,388-55.1% | $6,925-45.6% |