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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 | $102,907 | $108,825-5.4% | $156,181-34.1% | $82,448+24.8% |
| Participation rate | 76.7% | 72.4%+4.3pp | 78.8%-2.2pp | 68.1%+8.6pp |
| Annual return | 12.21% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $370 | $2,870-87.1% | $4,294-91.4% | $2,551-85.5% |
| Participant deferral / active EE | $3,965 | $4,577-13.4% | $6,132-35.3% | $4,139-4.2% |
| Admin fee / account holder | $7,506 | $9,341-19.6% | $14,586-48.5% | $7,234+3.8% |