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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 | $97,550+40.0% | $120,344+13.5% | $87,485+56.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 10.64% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.4pp |
| Employer contribution / active EE | $147 | $2,291-93.6% | $3,020-95.1% | $2,596-94.3% |
| Participant deferral / active EE | $6,133 | $4,230+45.0% | $5,135+19.4% | $4,274+43.5% |
| Admin fee / account holder | $11,940 | $9,543+25.1% | $12,742-6.3% | $7,775+53.6% |