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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 | $106,749-1.0% | $145,433-27.3% | $82,448+28.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 12.89% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $225 | $3,444-93.5% | $4,554-95.1% | $2,551-91.2% |
| Participant deferral / active EE | $3,327 | $6,519-49.0% | $7,897-57.9% | $4,139-19.6% |
| Admin fee / account holder | $7,693 | $8,390-8.3% | $13,129-41.4% | $7,234+6.3% |