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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 | $113,001 | $106,524+6.1% | $152,301-25.8% | $87,485+29.2% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.4%-1.2pp | 68.9%+12.3pp |
| Annual return | 13.76% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $356 | $3,371-89.4% | $4,624-92.3% | $2,596-86.3% |
| Participant deferral / active EE | $5,971 | $6,525-8.5% | $8,004-25.4% | $4,274+39.7% |
| Admin fee / account holder | $5,322 | $8,287-35.8% | $14,398-63.0% | $7,775-31.5% |