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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 | $69,930 | $97,550-28.3% | $120,344-41.9% | $87,485-20.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.7%+9.0pp | 68.9%+16.8pp |
| Annual return | 10.00% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.1pp |
| Employer contribution / active EE | $86 | $2,291-96.2% | $3,020-97.2% | $2,596-96.7% |
| Participant deferral / active EE | $3,597 | $4,230-14.9% | $5,135-29.9% | $4,274-15.8% |
| Admin fee / account holder | $13,599 | $9,543+42.5% | $12,742+6.7% | $7,775+74.9% |