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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 | $106,749+5.9% | $145,433-22.3% | $82,448+37.1% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 13.76% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $356 | $3,444-89.7% | $4,554-92.2% | $2,551-86.0% |
| Participant deferral / active EE | $5,971 | $6,519-8.4% | $7,897-24.4% | $4,139+44.2% |
| Admin fee / account holder | $5,322 | $8,390-36.6% | $13,129-59.5% | $7,234-26.4% |