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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 | $106,524-9.0% | $152,301-36.4% | $87,485+10.8% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.6pp |
| Annual return | 12.90% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $406 | $3,371-87.9% | $4,624-91.2% | $2,596-84.3% |
| Participant deferral / active EE | $7,096 | $6,525+8.8% | $8,004-11.3% | $4,274+66.1% |
| Admin fee / account holder | $21,760 | $8,287+162.6% | $14,398+51.1% | $7,775+179.9% |