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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 | $106,540 | $106,749-0.2% | $145,433-26.7% | $82,448+29.2% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.1%+7.7pp | 68.1%+21.8pp |
| Annual return | 14.11% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $114 | $3,444-96.7% | $4,554-97.5% | $2,551-95.6% |
| Participant deferral / active EE | $11,035 | $6,519+69.3% | $7,897+39.7% | $4,139+166.6% |
| Admin fee / account holder | $2,046 | $8,390-75.6% | $13,129-84.4% | $7,234-71.7% |