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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 | $136,568 | $95,453+43.1% | $112,040+21.9% | $82,448+65.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 10.64% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $147 | $2,318-93.7% | $2,954-95.0% | $2,551-94.2% |
| Participant deferral / active EE | $6,133 | $4,224+45.2% | $5,098+20.3% | $4,139+48.2% |
| Admin fee / account holder | $11,940 | $9,013+32.5% | $12,098-1.3% | $7,234+65.0% |