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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 | $79,384 | $201,370-60.6% | $184,256-56.9% | $145,897-45.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.00% | 29.05%-20.0pp | 28.85%-19.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,317 | $7,024-81.3% | $6,427-79.5% | $4,663-71.8% |
| Participant deferral / active EE | $7,672 | $9,808-21.8% | $9,133-16.0% | $6,689+14.7% |
| Admin fee / account holder | $1,203 | $16,364-92.6% | $13,899-91.3% | $13,390-91.0% |