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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 | $110,137+23.3% | $161,149-15.7% | $82,637+64.4% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 11.62% | 20.69%-9.1pp | 21.16%-9.5pp | 53.51%-41.9pp |
| Employer contribution / active EE | -$241 | $2,856-108.4% | $4,360-105.5% | $2,552-109.4% |
| Participant deferral / active EE | $3,583 | $4,575-21.7% | $6,153-41.8% | $4,126-13.2% |
| Admin fee / account holder | $10,612 | $9,467+12.1% | $15,194-30.2% | $7,339+44.6% |