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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 | $91,373 | $63,845+43.1% | $81,370+12.3% | $80,959+12.9% |
| Participation rate | 70.3% | 63.9%+6.4pp | 69.5%+0.7pp | 67.7%+2.6pp |
| Annual return | 8.94% | 16.37%-7.4pp | 24.85%-15.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $396 | $1,980-80.0% | $2,464-83.9% | $2,757-85.6% |
| Participant deferral / active EE | $3,383 | $3,093+9.4% | $3,885-12.9% | $4,300-21.3% |
| Admin fee / account holder | $23,622 | $5,688+315.3% | $5,749+310.9% | $6,925+241.1% |