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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 | $97,648-20.8% | $121,663-36.5% | $87,485-11.6% |
| Participation rate | 76.9% | 70.5%+6.5pp | 74.5%+2.4pp | 68.9%+8.0pp |
| Annual return | 11.41% | 18.03%-6.6pp | 147.54%-136.1pp | 26.06%-14.7pp |
| Employer contribution / active EE | $622 | $2,300-73.0% | $3,020-79.4% | $2,596-76.1% |
| Participant deferral / active EE | $3,747 | $3,923-4.5% | $4,887-23.3% | $4,274-12.3% |
| Admin fee / account holder | $20,654 | $11,100+86.1% | $14,289+44.5% | $7,775+165.7% |