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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 | $99,798 | $86,940+14.8% | $102,434-2.6% | $80,935+23.3% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.7%+9.0pp |
| Annual return | 7.73% | 18.89%-11.2pp | 29.46%-21.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $445 | $2,370-81.2% | $3,023-85.3% | $2,757-83.8% |
| Participant deferral / active EE | $3,414 | $4,121-17.2% | $5,055-32.5% | $4,299-20.6% |
| Admin fee / account holder | $4,601 | $8,047-42.8% | $9,462-51.4% | $6,924-33.6% |