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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 | $91,418 | $95,453-4.2% | $112,040-18.4% | $82,448+10.9% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 12.22% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $332 | $2,318-85.7% | $2,954-88.8% | $2,551-87.0% |
| Participant deferral / active EE | $2,828 | $4,224-33.1% | $5,098-44.5% | $4,139-31.7% |
| Admin fee / account holder | $14,536 | $9,013+61.3% | $12,098+20.2% | $7,234+100.9% |