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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 | $74,869 | $95,453-21.6% | $112,040-33.2% | $82,448-9.2% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.5%-0.3pp | 68.1%+8.1pp |
| Annual return | 9.85% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $632 | $2,318-72.7% | $2,954-78.6% | $2,551-75.2% |
| Participant deferral / active EE | $4,814 | $4,224+14.0% | $5,098-5.6% | $4,139+16.3% |
| Admin fee / account holder | $2,583 | $9,013-71.3% | $12,098-78.7% | $7,234-64.3% |