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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 | $74,631 | $67,602+10.4% | $82,312-9.3% | $70,126+6.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 11.86% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $255 | $1,755-85.5% | $2,428-89.5% | $2,343-89.1% |
| Participant deferral / active EE | $3,574 | $2,987+19.6% | $3,706-3.6% | $3,332+7.3% |
| Admin fee / account holder | $12,004 | $4,512+166.1% | $5,608+114.1% | $4,645+158.4% |