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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 | $89,941 | $108,825-17.4% | $156,181-42.4% | $82,448+9.1% |
| Participation rate | 82.0% | 72.4%+9.6pp | 78.8%+3.1pp | 68.1%+13.9pp |
| Annual return | 12.36% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $721 | $2,870-74.9% | $4,294-83.2% | $2,551-71.7% |
| Participant deferral / active EE | $6,500 | $4,577+42.0% | $6,132+6.0% | $4,139+57.0% |
| Admin fee / account holder | $19,885 | $9,341+112.9% | $14,586+36.3% | $7,234+174.9% |