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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 | $100,359 | $81,504+23.1% | $102,437-2.0% | $80,959+24.0% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.5pp |
| Annual return | 9.42% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $739 | $3,104-76.2% | $3,871-80.9% | $2,757-73.2% |
| Participant deferral / active EE | $2,464 | $3,871-36.3% | $5,060-51.3% | $4,300-42.7% |
| Admin fee / account holder | $6,708 | $6,719-0.2% | $8,388-20.0% | $6,925-3.1% |