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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 | $96,931 | $106,749-9.2% | $145,433-33.4% | $82,448+17.6% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 12.90% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $406 | $3,444-88.2% | $4,554-91.1% | $2,551-84.1% |
| Participant deferral / active EE | $7,096 | $6,519+8.9% | $7,897-10.1% | $4,139+71.4% |
| Admin fee / account holder | $21,760 | $8,390+159.4% | $13,129+65.7% | $7,234+200.8% |