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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 | $95,453-21.5% | $112,040-33.1% | $82,448-9.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 11.13% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $374 | $2,318-83.8% | $2,954-87.3% | $2,551-85.3% |
| Participant deferral / active EE | $2,694 | $4,224-36.2% | $5,098-47.2% | $4,139-34.9% |
| Admin fee / account holder | $6,024 | $9,013-33.2% | $12,098-50.2% | $7,234-16.7% |