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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 | $114,521 | $86,949+31.7% | $102,460+11.8% | $80,959+41.5% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 9.75% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $530 | $2,370-77.6% | $3,025-82.5% | $2,757-80.8% |
| Participant deferral / active EE | $5,134 | $4,121+24.6% | $5,056+1.5% | $4,300+19.4% |
| Admin fee / account holder | $7,682 | $8,048-4.5% | $9,460-18.8% | $6,925+10.9% |