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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 | $86,128 | $76,367+12.8% | $93,614-8.0% | $72,983+18.0% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.5%+13.8pp |
| Annual return | 8.62% | 25.82%-17.2pp | 32.76%-24.1pp | 81.01%-72.4pp |
| Employer contribution / active EE | $281 | $2,275-87.7% | $2,718-89.7% | $2,440-88.5% |
| Participant deferral / active EE | $2,347 | $3,538-33.7% | $4,069-42.3% | $3,608-34.9% |
| Admin fee / account holder | $4,937 | $6,838-27.8% | $7,889-37.4% | $5,124-3.7% |