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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 | $88,889 | $73,988+20.1% | $96,538-7.9% | $75,177+18.2% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 9.22% | 26.73%-17.5pp | 35.74%-26.5pp | 160.75%-151.5pp |
| Employer contribution / active EE | $472 | $2,930-83.9% | $3,740-87.4% | $2,671-82.3% |
| Participant deferral / active EE | $6,330 | $3,660+72.9% | $4,880+29.7% | $4,126+53.4% |
| Admin fee / account holder | $1,385 | $5,220-73.5% | $6,737-79.4% | $5,651-75.5% |