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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 | $101,680 | $86,949+16.9% | $102,460-0.8% | $80,959+25.6% |
| Participation rate | 86.5% | 72.4%+14.2pp | 76.5%+10.0pp | 67.7%+18.9pp |
| Annual return | 9.99% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $654 | $2,370-72.4% | $3,025-78.4% | $2,757-76.3% |
| Participant deferral / active EE | $6,864 | $4,121+66.6% | $5,056+35.8% | $4,300+59.6% |
| Admin fee / account holder | $11,159 | $8,048+38.7% | $9,460+18.0% | $6,925+61.1% |