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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 | $123,001 | $223,823-45.0% | $211,142-41.7% | $154,746-20.5% |
| Participation rate | 84.2% | 87.9%-3.6pp | 87.3%-3.1pp | 80.7%+3.5pp |
| Annual return | 6.99% | 50.39%-43.4pp | 46.84%-39.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $711 | $6,787-89.5% | $6,442-89.0% | $4,379-83.8% |
| Participant deferral / active EE | $6,780 | $9,750-30.5% | $9,284-27.0% | $6,730+0.7% |
| Admin fee / account holder | $12,286 | $19,707-37.7% | $19,076-35.6% | $14,365-14.5% |