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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 | $63,809+43.2% | $81,353+12.3% | $80,935+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 | 24.82%-15.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $396 | $1,981-80.0% | $2,464-83.9% | $2,757-85.6% |
| Participant deferral / active EE | $3,383 | $3,093+9.4% | $3,885-12.9% | $4,299-21.3% |
| Admin fee / account holder | $23,622 | $5,686+315.5% | $5,766+309.6% | $6,924+241.1% |