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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 | $97,744 | $138,312-29.3% | $122,979-20.5% | $155,188-37.0% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 5.74% | 22.06%-16.3pp | 20.12%-14.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $678 | $3,530-80.8% | $3,062-77.9% | $4,248-84.0% |
| Participant deferral / active EE | $2,265 | $5,592-59.5% | $5,003-54.7% | $6,531-65.3% |
| Admin fee / account holder | $19,444 | $15,089+28.9% | $12,864+51.2% | $14,480+34.3% |