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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 | $135,822 | $108,825+24.8% | $156,181-13.0% | $82,448+64.7% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 11.62% | 20.59%-9.0pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | -$241 | $2,870-108.4% | $4,294-105.6% | $2,551-109.4% |
| Participant deferral / active EE | $3,583 | $4,577-21.7% | $6,132-41.6% | $4,139-13.4% |
| Admin fee / account holder | $10,612 | $9,341+13.6% | $14,586-27.2% | $7,234+46.7% |