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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 | $117,167 | $110,307+6.2% | $96,576+21.3% | $139,456-16.0% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 8.61% | 26.40%-17.8pp | 25.87%-17.3pp | 373.45%-364.8pp |
| Employer contribution / active EE | $306 | $3,619-91.6% | $2,965-89.7% | $4,753-93.6% |
| Participant deferral / active EE | $3,337 | $5,547-39.8% | $4,851-31.2% | $6,711-50.3% |
| Admin fee / account holder | $1,346 | $11,597-88.4% | $8,253-83.7% | $11,407-88.2% |