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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 | $84,075 | $106,524-21.1% | $152,301-44.8% | $87,485-3.9% |
| Participation rate | 92.4% | 75.8%+16.7pp | 82.4%+10.0pp | 68.9%+23.5pp |
| Annual return | 13.20% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $566 | $3,371-83.2% | $4,624-87.8% | $2,596-78.2% |
| Participant deferral / active EE | $5,600 | $6,525-14.2% | $8,004-30.0% | $4,274+31.0% |
| Admin fee / account holder | $842 | $8,287-89.8% | $14,398-94.2% | $7,775-89.2% |