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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 | $81,446+23.2% | $103,374-2.9% | $80,874+24.1% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 9.42% | 25.57%-16.1pp | 24.89%-15.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $739 | $3,107-76.2% | $3,869-80.9% | $2,756-73.2% |
| Participant deferral / active EE | $2,464 | $3,870-36.3% | $5,058-51.3% | $4,297-42.7% |
| Admin fee / account holder | $6,708 | $6,715-0.1% | $8,394-20.1% | $6,935-3.3% |