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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 | $113,158 | $81,446+38.9% | $103,374+9.5% | $80,874+39.9% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 10.34% | 25.57%-15.2pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $730 | $3,107-76.5% | $3,869-81.1% | $2,756-73.5% |
| Participant deferral / active EE | $3,983 | $3,870+2.9% | $5,058-21.2% | $4,297-7.3% |
| Admin fee / account holder | $964 | $6,715-85.6% | $8,394-88.5% | $6,935-86.1% |