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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 | $71,382 | $209,336-65.9% | $197,124-63.8% | $137,256-48.0% |
| Participation rate | 85.0% | 87.3%-2.3pp | 86.7%-1.7pp | 80.0%+5.0pp |
| Annual return | 2.25% | 48.09%-45.8pp | 44.34%-42.1pp | 220.34%-218.1pp |
| Employer contribution / active EE | $506 | $6,591-92.3% | $6,227-91.9% | $4,156-87.8% |
| Participant deferral / active EE | $6,755 | $9,614-29.7% | $9,135-26.0% | $6,407+5.4% |
| Admin fee / account holder | $13,994 | $17,308-19.1% | $16,298-14.1% | $12,270+14.1% |