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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 | $105,926 | $138,385-23.5% | $184,243-42.5% | $80,925+30.9% |
| Participation rate | 75.7% | 83.9%-8.2pp | 86.8%-11.2pp | 67.7%+8.0pp |
| Annual return | 10.78% | 20.02%-9.2pp | 28.82%-18.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,009 | $7,075-15.1% | $9,132-34.2% | $4,299+39.8% |
| Admin fee / account holder | $11,048 | $10,489+5.3% | $13,914-20.6% | $6,940+59.2% |