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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 | $87,809 | $55,684+57.7% | $75,900+15.7% | $72,976+20.3% |
| Participation rate | 70.8% | 61.1%+9.7pp | 69.3%+1.5pp | 69.5%+1.3pp |
| Annual return | 12.74% | 27.60%-14.9pp | 30.73%-18.0pp | 81.02%-68.3pp |
| Employer contribution / active EE | $278 | $1,687-83.5% | $2,501-88.9% | $2,440-88.6% |
| Participant deferral / active EE | $3,111 | $2,634+18.1% | $3,604-13.7% | $3,608-13.8% |
| Admin fee / account holder | $836 | $3,981-79.0% | $5,421-84.6% | $5,124-83.7% |