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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 | $126,661-22.8% | $113,397-13.8% | $138,895-29.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 5.74% | 25.05%-19.3pp | 23.20%-17.5pp | 145.39%-139.6pp |
| Employer contribution / active EE | $678 | $3,456-80.4% | $2,977-77.2% | $4,194-83.8% |
| Participant deferral / active EE | $2,265 | $5,693-60.2% | $5,076-55.4% | $6,396-64.6% |
| Admin fee / account holder | $19,444 | $14,549+33.6% | $11,957+62.6% | $12,562+54.8% |