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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 | $94,616 | $106,749-11.4% | $145,433-34.9% | $82,448+14.8% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 12.19% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $607 | $3,444-82.4% | $4,554-86.7% | $2,551-76.2% |
| Participant deferral / active EE | $5,530 | $6,519-15.2% | $7,897-30.0% | $4,139+33.6% |
| Admin fee / account holder | $7,249 | $8,390-13.6% | $13,129-44.8% | $7,234+0.2% |