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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 | $100,890 | $123,793-18.5% | $177,848-43.3% | $79,856+26.3% |
| Participation rate | 86.5% | 84.7%+1.9pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 7.50% | 22.82%-15.3pp | 48.33%-40.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $853 | $4,095-79.2% | $5,919-85.6% | $2,471-65.5% |
| Participant deferral / active EE | $3,366 | $5,956-43.5% | $7,714-56.4% | $3,741-10.0% |
| Admin fee / account holder | $10,515 | $7,243+45.2% | $12,431-15.4% | $5,306+98.2% |