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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 | $75,779 | $72,273+4.9% | $101,275-25.2% | $79,856-5.1% |
| Participation rate | 85.4% | 68.5%+16.9pp | 75.8%+9.6pp | 69.6%+15.7pp |
| Annual return | 9.21% | 22.30%-13.1pp | 46.48%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $520 | $2,691-80.7% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $1,854 | $3,282-43.5% | $4,371-57.6% | $3,741-50.4% |
| Admin fee / account holder | $7,793 | $4,401+77.1% | $5,948+31.0% | $5,306+46.9% |