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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 | $118,469 | $95,453+24.1% | $112,040+5.7% | $82,448+43.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 11.69% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $381 | $2,318-83.6% | $2,954-87.1% | $2,551-85.1% |
| Participant deferral / active EE | $2,553 | $4,224-39.6% | $5,098-49.9% | $4,139-38.3% |
| Admin fee / account holder | $7,842 | $9,013-13.0% | $12,098-35.2% | $7,234+8.4% |