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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 | $105,689 | $106,524-0.8% | $152,301-30.6% | $87,485+20.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 12.89% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $225 | $3,371-93.3% | $4,624-95.1% | $2,596-91.3% |
| Participant deferral / active EE | $3,327 | $6,525-49.0% | $8,004-58.4% | $4,274-22.2% |
| Admin fee / account holder | $7,693 | $8,287-7.2% | $14,398-46.6% | $7,775-1.1% |