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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 | $93,332 | $108,825-14.2% | $156,181-40.2% | $82,448+13.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 10.74% | 20.59%-9.9pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $773 | $2,870-73.1% | $4,294-82.0% | $2,551-69.7% |
| Participant deferral / active EE | $6,949 | $4,577+51.8% | $6,132+13.3% | $4,139+67.9% |
| Admin fee / account holder | $9,041 | $9,341-3.2% | $14,586-38.0% | $7,234+25.0% |