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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 | $124,425-21.4% | $112,040-12.8% | $137,256-28.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 5.74% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $678 | $3,411-80.1% | $2,954-77.1% | $4,156-83.7% |
| Participant deferral / active EE | $2,265 | $5,718-60.4% | $5,098-55.6% | $6,407-64.6% |
| Admin fee / account holder | $19,444 | $15,207+27.9% | $12,098+60.7% | $12,270+58.5% |