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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 | $149,890 | $146,267+2.5% | $197,124-24.0% | $82,448+81.8% |
| Participation rate | 79.5% | 84.0%-4.6pp | 86.7%-7.3pp | 68.1%+11.4pp |
| Annual return | 12.77% | 29.61%-16.8pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $582 | $4,723-87.7% | $6,227-90.7% | $2,551-77.2% |
| Participant deferral / active EE | $5,826 | $7,035-17.2% | $9,135-36.2% | $4,139+40.7% |
| Admin fee / account holder | $5,111 | $14,422-64.6% | $16,298-68.6% | $7,234-29.3% |