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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 | $120,087 | $95,453+25.8% | $112,040+7.2% | $82,448+45.7% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 11.94% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $488 | $2,318-78.9% | $2,954-83.5% | $2,551-80.9% |
| Participant deferral / active EE | $3,985 | $4,224-5.6% | $5,098-21.8% | $4,139-3.7% |
| Admin fee / account holder | $1,782 | $9,013-80.2% | $12,098-85.3% | $7,234-75.4% |