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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 | $94,436-18.2% | $115,599-33.1% | $82,637-6.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.3%+2.6pp | 68.1%+8.9pp |
| Annual return | 11.41% | 18.37%-7.0pp | 111.10%-99.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $622 | $2,324-73.3% | $2,955-79.0% | $2,552-75.6% |
| Participant deferral / active EE | $3,747 | $3,955-5.3% | $4,889-23.4% | $4,126-9.2% |
| Admin fee / account holder | $20,654 | $10,328+100.0% | $12,841+60.9% | $7,339+181.4% |