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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 | $86,570 | $106,864-19.0% | $147,318-41.2% | $82,637+4.8% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.1%+0.4pp | 68.1%+14.4pp |
| Annual return | 10.49% | 27.49%-17.0pp | 70.43%-59.9pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,136 | $6,496+9.9% | $7,906-9.7% | $4,126+73.0% |
| Admin fee / account holder | $8,126 | $8,415-3.4% | $13,708-40.7% | $7,339+10.7% |