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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 | $145,539 | $146,267-0.5% | $197,124-26.2% | $82,448+76.5% |
| Participation rate | 72.4% | 84.0%-11.6pp | 86.7%-14.3pp | 68.1%+4.3pp |
| Annual return | 9.89% | 29.61%-19.7pp | 44.34%-34.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,176 | $4,723-75.1% | $6,227-81.1% | $2,551-53.9% |
| Participant deferral / active EE | $4,410 | $7,035-37.3% | $9,135-51.7% | $4,139+6.5% |
| Admin fee / account holder | $4,687 | $14,422-67.5% | $16,298-71.2% | $7,234-35.2% |