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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 | $86,412 | $86,938-0.6% | $102,423-15.6% | $80,925+6.8% |
| Participation rate | 89.0% | 72.4%+16.7pp | 76.5%+12.5pp | 67.7%+21.4pp |
| Annual return | 10.07% | 18.89%-8.8pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $623 | $2,369-73.7% | $3,023-79.4% | $2,756-77.4% |
| Participant deferral / active EE | $4,528 | $4,120+9.9% | $5,054-10.4% | $4,299+5.3% |
| Admin fee / account holder | $7,619 | $8,053-5.4% | $9,455-19.4% | $6,940+9.8% |