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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 | $67,473 | $64,462+4.7% | $81,482-17.2% | $80,911-16.6% |
| Participation rate | 80.4% | 63.9%+16.5pp | 69.5%+10.9pp | 67.6%+12.7pp |
| Annual return | 9.62% | 16.35%-6.7pp | 24.79%-15.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $395 | $1,979-80.0% | $2,463-83.9% | $2,756-85.7% |
| Participant deferral / active EE | $3,517 | $3,094+13.7% | $3,885-9.5% | $4,297-18.2% |
| Admin fee / account holder | $8,134 | $5,678+43.3% | $5,761+41.2% | $6,935+17.3% |