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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 | $128,001 | $72,486+76.6% | $87,103+47.0% | $72,976+75.4% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.9%-1.4pp | 69.5%+5.9pp |
| Annual return | 13.09% | 24.46%-11.4pp | 28.19%-15.1pp | 81.02%-67.9pp |
| Employer contribution / active EE | $207 | $1,894-89.1% | $2,521-91.8% | $2,440-91.5% |
| Participant deferral / active EE | $4,163 | $3,270+27.3% | $4,049+2.8% | $3,608+15.4% |
| Admin fee / account holder | $5,273 | $5,055+4.3% | $7,491-29.6% | $5,124+2.9% |