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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 | $109,987 | $108,825+1.1% | $156,181-29.6% | $82,448+33.4% |
| Participation rate | 84.7% | 72.4%+12.4pp | 78.8%+5.9pp | 68.1%+16.7pp |
| Annual return | 12.03% | 20.59%-8.6pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $772 | $2,870-73.1% | $4,294-82.0% | $2,551-69.7% |
| Participant deferral / active EE | $5,457 | $4,577+19.2% | $6,132-11.0% | $4,139+31.8% |
| Admin fee / account holder | $28,480 | $9,341+204.9% | $14,586+95.3% | $7,234+293.7% |