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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 | $132,789 | $104,098+27.6% | $140,514-5.5% | $94,015+41.2% |
| Participation rate | 80.7% | 73.7%+7.0pp | 77.8%+2.9pp | 70.8%+9.9pp |
| Annual return | 3.55% | 15.14%-11.6pp | 14.36%-10.8pp | 17.84%-14.3pp |
| Employer contribution / active EE | $484 | $2,388-79.7% | $3,378-85.7% | $2,790-82.7% |
| Participant deferral / active EE | $2,315 | $4,033-42.6% | $4,919-52.9% | $4,249-45.5% |
| Admin fee / account holder | $7,567 | $10,439-27.5% | $13,697-44.8% | $8,951-15.5% |