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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 | $74,964 | $71,873+4.3% | $86,698-13.5% | $68,490+9.5% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -19.66% | 3.54%-23.2pp | 35.96%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $533 | $2,173-75.5% | $2,837-81.2% | $2,597-79.5% |
| Participant deferral / active EE | $5,610 | $3,779+48.4% | $4,656+20.5% | $4,028+39.3% |
| Admin fee / account holder | $8,760 | $6,110+43.4% | $7,492+16.9% | $5,403+62.1% |