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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 | $89,824 | $72,273+24.3% | $101,275-11.3% | $79,856+12.5% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 10.30% | 22.30%-12.0pp | 46.48%-36.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $475 | $2,691-82.4% | $3,660-87.0% | $2,471-80.8% |
| Participant deferral / active EE | $7,827 | $3,282+138.5% | $4,371+79.1% | $3,741+109.2% |
| Admin fee / account holder | $6,760 | $4,401+53.6% | $5,948+13.7% | $5,306+27.4% |