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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 | $85,755 | $56,894+50.7% | $84,753+1.2% | $62,881+36.4% |
| Participation rate | 81.5% | 68.5%+12.9pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 1.35% | 6.30%-5.0pp | 22.78%-21.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $308 | $2,400-87.2% | $3,574-91.4% | $2,281-86.5% |
| Participant deferral / active EE | $4,089 | $2,709+50.9% | $3,712+10.2% | $3,203+27.7% |
| Admin fee / account holder | $3,982 | $3,581+11.2% | $5,333-25.3% | $4,296-7.3% |