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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 | $129,102 | $123,793+4.3% | $177,840-27.4% | $79,852+61.7% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 9.33% | 22.82%-13.5pp | 48.32%-39.0pp | 31.72%-22.4pp |
| Employer contribution / active EE | $1,185 | $4,095-71.1% | $5,919-80.0% | $2,471-52.0% |
| Participant deferral / active EE | $8,583 | $5,956+44.1% | $7,714+11.3% | $3,740+129.5% |
| Admin fee / account holder | $54,541 | $7,243+653.1% | $12,431+338.8% | $5,306+927.9% |