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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 | $99,844 | $95,453+4.6% | $112,040-10.9% | $82,448+21.1% |
| Participation rate | 79.4% | 72.8%+6.7pp | 76.5%+2.9pp | 68.1%+11.3pp |
| Annual return | 9.65% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $380 | $2,318-83.6% | $2,954-87.1% | $2,551-85.1% |
| Participant deferral / active EE | $2,288 | $4,224-45.8% | $5,098-55.1% | $4,139-44.7% |
| Admin fee / account holder | $16,034 | $9,013+77.9% | $12,098+32.5% | $7,234+121.6% |