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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 | $126,661-28.0% | $113,397-19.6% | $138,895-34.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 6.77% | 25.05%-18.3pp | 23.20%-16.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $303 | $3,456-91.2% | $2,977-89.8% | $4,194-92.8% |
| Participant deferral / active EE | $3,455 | $5,693-39.3% | $5,076-31.9% | $6,396-46.0% |
| Admin fee / account holder | $9,698 | $14,549-33.3% | $11,957-18.9% | $12,562-22.8% |