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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 | $92,597 | $124,425-25.6% | $112,040-17.4% | $137,256-32.5% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 6.85% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $662 | $3,411-80.6% | $2,954-77.6% | $4,156-84.1% |
| Participant deferral / active EE | $2,892 | $5,718-49.4% | $5,098-43.3% | $6,407-54.9% |
| Admin fee / account holder | $7,449 | $15,207-51.0% | $12,098-38.4% | $12,270-39.3% |