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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 | $100,926 | $87,834+14.9% | $133,975-24.7% | $62,881+60.5% |
| Participation rate | 71.1% | 83.4%-12.3pp | 87.1%-16.0pp | 69.3%+1.7pp |
| Annual return | 5.18% | 12.05%-6.9pp | 29.29%-24.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $826 | $3,482-76.3% | $5,211-84.1% | $2,281-63.8% |
| Participant deferral / active EE | $4,925 | $4,812+2.4% | $6,282-21.6% | $3,203+53.8% |
| Admin fee / account holder | $1,622 | $5,372-69.8% | $9,324-82.6% | $4,296-62.2% |