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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 | $109,765 | $103,392+6.2% | $87,104+26.0% | $152,897-28.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | -0.22% | 28.10%-28.3pp | 28.19%-28.4pp | 345.43%-345.7pp |
| Employer contribution / active EE | $390 | $3,221-87.9% | $2,521-84.5% | $4,764-91.8% |
| Participant deferral / active EE | $2,594 | $4,778-45.7% | $4,048-35.9% | $5,851-55.7% |
| Admin fee / account holder | $6,807 | $12,194-44.2% | $7,491-9.1% | $11,599-41.3% |