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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 | $94,310 | $87,733+7.5% | $106,555-11.5% | $85,847+9.9% |
| Participation rate | 88.1% | 71.9%+16.2pp | 76.1%+12.0pp | 69.3%+18.8pp |
| Annual return | 10.33% | 21.86%-11.5pp | 26.80%-16.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $427 | $2,073-79.4% | $2,819-84.9% | $2,565-83.4% |
| Participant deferral / active EE | $4,817 | $3,469+38.8% | $4,399+9.5% | $3,952+21.9% |
| Admin fee / account holder | $4,642 | $6,767-31.4% | $7,408-37.3% | $6,261-25.9% |