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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 | $84,801 | $73,787+14.9% | $98,716-14.1% | $82,448+2.9% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 11.15% | 18.57%-7.4pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $319 | $1,511-78.9% | $2,279-86.0% | $2,551-87.5% |
| Participant deferral / active EE | $4,150 | $3,081+34.7% | $4,048+2.5% | $4,139+0.3% |
| Admin fee / account holder | $6,173 | $6,500-5.0% | $8,703-29.1% | $7,234-14.7% |