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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 | $117,567 | $112,729+4.3% | $98,716+19.1% | $137,256-14.3% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.3%+6.9pp | 80.0%-3.8pp |
| Annual return | 8.86% | 38.48%-29.6pp | 31.81%-23.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $224 | $2,725-91.8% | $2,279-90.2% | $4,156-94.6% |
| Participant deferral / active EE | $3,853 | $4,640-17.0% | $4,048-4.8% | $6,407-39.9% |
| Admin fee / account holder | $14,492 | $10,129+43.1% | $8,703+66.5% | $12,270+18.1% |