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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 | $96,355 | $109,359-11.9% | $162,171-40.6% | $72,983+32.0% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 17.37% | 25.46%-8.1pp | 115.60%-98.2pp | 81.01%-63.6pp |
| Employer contribution / active EE | $766 | $3,907-80.4% | $5,613-86.4% | $2,440-68.6% |
| Participant deferral / active EE | $4,988 | $5,481-9.0% | $7,297-31.6% | $3,608+38.3% |
| Admin fee / account holder | $1,777 | $7,972-77.7% | $10,843-83.6% | $5,124-65.3% |