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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 | $89,134 | $88,042+1.2% | $138,135-35.5% | $79,856+11.6% |
| Participation rate | 85.4% | 71.4%+13.9pp | 78.7%+6.7pp | 69.6%+15.7pp |
| Annual return | 6.71% | 20.58%-13.9pp | 20.51%-13.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $655 | $3,103-78.9% | $5,587-88.3% | $2,471-73.5% |
| Participant deferral / active EE | $4,141 | $4,704-12.0% | $6,431-35.6% | $3,741+10.7% |
| Admin fee / account holder | $3,403 | $7,791-56.3% | $11,856-71.3% | $5,306-35.9% |