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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 | $83,751 | $95,453-12.3% | $112,040-25.2% | $82,448+1.6% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 5.02% | 23.92%-18.9pp | 24.52%-19.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $658 | $2,318-71.6% | $2,954-77.7% | $2,551-74.2% |
| Participant deferral / active EE | $2,441 | $4,224-42.2% | $5,098-52.1% | $4,139-41.0% |
| Admin fee / account holder | $23,214 | $9,013+157.5% | $12,098+91.9% | $7,234+220.9% |