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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 | $97,234 | $124,425-21.9% | $112,040-13.2% | $137,256-29.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 7.67% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $649 | $3,411-81.0% | $2,954-78.0% | $4,156-84.4% |
| Participant deferral / active EE | $2,366 | $5,718-58.6% | $5,098-53.6% | $6,407-63.1% |
| Admin fee / account holder | $45,737 | $15,207+200.8% | $12,098+278.1% | $12,270+272.7% |