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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 | $91,188 | $138,312-34.1% | $122,979-25.9% | $155,188-41.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 6.77% | 22.06%-15.3pp | 20.12%-13.3pp | 148.84%-142.1pp |
| Employer contribution / active EE | $303 | $3,530-91.4% | $3,062-90.1% | $4,248-92.9% |
| Participant deferral / active EE | $3,455 | $5,592-38.2% | $5,003-30.9% | $6,531-47.1% |
| Admin fee / account holder | $9,698 | $15,089-35.7% | $12,864-24.6% | $14,480-33.0% |