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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 | $91,999 | $80,983+13.6% | $96,544-4.7% | $75,177+22.4% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.2pp |
| Annual return | 10.39% | 27.05%-16.7pp | 25.88%-15.5pp | 160.75%-150.4pp |
| Employer contribution / active EE | $445 | $2,282-80.5% | $2,966-85.0% | $2,671-83.3% |
| Participant deferral / active EE | $3,441 | $3,929-12.4% | $4,851-29.1% | $4,126-16.6% |
| Admin fee / account holder | $6,683 | $6,717-0.5% | $8,254-19.0% | $5,651+18.3% |