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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 | $95,619 | $78,428+21.9% | $95,960-0.4% | $79,852+19.7% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 8.55% | 19.37%-10.8pp | 91.63%-83.1pp | 31.72%-23.2pp |
| Employer contribution / active EE | $429 | $1,945-77.9% | $2,541-83.1% | $2,471-82.6% |
| Participant deferral / active EE | $3,932 | $3,440+14.3% | $4,167-5.6% | $3,740+5.1% |
| Admin fee / account holder | $12,974 | $5,622+130.8% | $6,797+90.9% | $5,306+144.5% |