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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 | $79,326 | $81,358-2.5% | $155,556-49.0% | $80,959-2.0% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 9.73% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $126 | $3,106-95.9% | $4,675-97.3% | $2,757-95.4% |
| Participant deferral / active EE | $6,452 | $3,455+86.7% | $5,631+14.6% | $4,300+50.0% |
| Admin fee / account holder | $3,482 | $7,994-56.4% | $15,885-78.1% | $6,925-49.7% |