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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 | $106,749-21.2% | $145,433-42.2% | $82,448+2.0% |
| Participation rate | 92.4% | 75.6%+16.8pp | 82.1%+10.3pp | 68.1%+24.3pp |
| Annual return | 13.20% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $566 | $3,444-83.6% | $4,554-87.6% | $2,551-77.8% |
| Participant deferral / active EE | $5,600 | $6,519-14.1% | $7,897-29.1% | $4,139+35.3% |
| Admin fee / account holder | $842 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |