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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 | $97,809 | $95,453+2.5% | $112,040-12.7% | $82,448+18.6% |
| Participation rate | 72.0% | 72.8%-0.7pp | 76.5%-4.4pp | 68.1%+4.0pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $631 | $2,318-72.8% | $2,954-78.6% | $2,551-75.3% |
| Participant deferral / active EE | $2,840 | $4,224-32.7% | $5,098-44.3% | $4,139-31.4% |
| Admin fee / account holder | $20,038 | $9,013+122.3% | $12,098+65.6% | $7,234+177.0% |