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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 | $88,559 | $106,524-16.9% | $152,301-41.9% | $87,485+1.2% |
| Participation rate | 97.3% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 13.91% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $566 | $3,371-83.2% | $4,624-87.8% | $2,596-78.2% |
| Participant deferral / active EE | $5,060 | $6,525-22.5% | $8,004-36.8% | $4,274+18.4% |
| Admin fee / account holder | $36,661 | $8,287+342.4% | $14,398+154.6% | $7,775+371.5% |