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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 | $95,023 | $100,003-5.0% | $146,685-35.2% | $85,856+10.7% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.0pp |
| Annual return | 10.38% | 18.93%-8.6pp | 22.75%-12.4pp | 318.58%-308.2pp |
| Employer contribution / active EE | $111 | $2,559-95.7% | $4,137-97.3% | $2,565-95.7% |
| Participant deferral / active EE | $8,516 | $4,006+112.6% | $5,507+54.6% | $3,952+115.5% |
| Admin fee / account holder | $5,753 | $7,704-25.3% | $10,281-44.0% | $6,261-8.1% |