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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 | $74,950 | $97,550-23.2% | $120,344-37.7% | $87,485-14.3% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.7%+10.0pp | 68.9%+17.7pp |
| Annual return | 11.13% | 18.41%-7.3pp | 20.30%-9.2pp | 26.06%-14.9pp |
| Employer contribution / active EE | $374 | $2,291-83.7% | $3,020-87.6% | $2,596-85.6% |
| Participant deferral / active EE | $2,694 | $4,230-36.3% | $5,135-47.5% | $4,274-37.0% |
| Admin fee / account holder | $6,024 | $9,543-36.9% | $12,742-52.7% | $7,775-22.5% |