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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 | $95,062 | $88,672+7.2% | $105,223-9.7% | $82,448+15.3% |
| Participation rate | 74.6% | 67.9%+6.7pp | 75.0%-0.4pp | 68.1%+6.6pp |
| Annual return | 12.84% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $346 | $3,048-88.7% | $3,689-90.6% | $2,551-86.4% |
| Participant deferral / active EE | $3,461 | $4,036-14.3% | $5,072-31.8% | $4,139-16.4% |
| Admin fee / account holder | $7,955 | $7,146+11.3% | $8,859-10.2% | $7,234+10.0% |