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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 | $164,192 | $123,793+32.6% | $177,840-7.7% | $79,852+105.6% |
| Participation rate | 84.2% | 84.7%-0.4pp | 87.7%-3.5pp | 69.6%+14.6pp |
| Annual return | -4.72% | 22.82%-27.5pp | 48.32%-53.0pp | 31.72%-36.4pp |
| Employer contribution / active EE | $728 | $4,095-82.2% | $5,919-87.7% | $2,471-70.5% |
| Participant deferral / active EE | $11,488 | $5,956+92.9% | $7,714+48.9% | $3,740+207.1% |
| Admin fee / account holder | $5,722 | $7,243-21.0% | $12,431-54.0% | $5,306+7.8% |