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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 | $85,961 | $95,453-9.9% | $112,040-23.3% | $82,448+4.3% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 12.06% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $368 | $2,318-84.1% | $2,954-87.6% | $2,551-85.6% |
| Participant deferral / active EE | $3,317 | $4,224-21.5% | $5,098-34.9% | $4,139-19.9% |
| Admin fee / account holder | $3,494 | $9,013-61.2% | $12,098-71.1% | $7,234-51.7% |