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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 | $96,398 | $95,453+1.0% | $112,040-14.0% | $82,448+16.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 8.86% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $478 | $2,318-79.4% | $2,954-83.8% | $2,551-81.3% |
| Participant deferral / active EE | $2,045 | $4,224-51.6% | $5,098-59.9% | $4,139-50.6% |
| Admin fee / account holder | $13,591 | $9,013+50.8% | $12,098+12.3% | $7,234+87.9% |