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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 | $77,294 | $94,031-17.8% | $115,768-33.2% | $82,448-6.3% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 11.41% | 20.61%-9.2pp | 100.46%-89.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $622 | $2,323-73.2% | $2,940-78.9% | $2,551-75.6% |
| Participant deferral / active EE | $3,747 | $3,972-5.7% | $4,917-23.8% | $4,139-9.5% |
| Admin fee / account holder | $20,654 | $10,249+101.5% | $12,439+66.0% | $7,234+185.5% |