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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 | $97,550+36.1% | $120,344+10.3% | $87,485+51.8% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.7%+4.0pp | 68.9%+11.8pp |
| Annual return | 3.55% | 18.41%-14.9pp | 20.30%-16.8pp | 26.06%-22.5pp |
| Employer contribution / active EE | $484 | $2,291-78.9% | $3,020-84.0% | $2,596-81.4% |
| Participant deferral / active EE | $2,315 | $4,230-45.3% | $5,135-54.9% | $4,274-45.8% |
| Admin fee / account holder | $7,567 | $9,543-20.7% | $12,742-40.6% | $7,775-2.7% |