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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 | $106,749-17.0% | $145,433-39.1% | $82,448+7.4% |
| Participation rate | 97.3% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 13.91% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $566 | $3,444-83.6% | $4,554-87.6% | $2,551-77.8% |
| Participant deferral / active EE | $5,060 | $6,519-22.4% | $7,897-35.9% | $4,139+22.2% |
| Admin fee / account holder | $36,661 | $8,390+337.0% | $13,129+179.2% | $7,234+406.8% |