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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 | $128,805 | $88,042+46.3% | $138,135-6.8% | $79,856+61.3% |
| Participation rate | 81.5% | 71.4%+10.1pp | 78.7%+2.8pp | 69.6%+11.9pp |
| Annual return | -7.50% | 20.58%-28.1pp | 20.51%-28.0pp | 31.71%-39.2pp |
| Employer contribution / active EE | $694 | $3,103-77.7% | $5,587-87.6% | $2,471-71.9% |
| Participant deferral / active EE | $5,868 | $4,704+24.7% | $6,431-8.8% | $3,741+56.9% |
| Admin fee / account holder | $2,060 | $7,791-73.6% | $11,856-82.6% | $5,306-61.2% |