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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 | $121,790 | $95,453+27.6% | $112,040+8.7% | $82,448+47.7% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.5%+11.3pp | 68.1%+19.7pp |
| Annual return | 9.14% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $383 | $2,318-83.5% | $2,954-87.0% | $2,551-85.0% |
| Participant deferral / active EE | $3,002 | $4,224-28.9% | $5,098-41.1% | $4,139-27.5% |
| Admin fee / account holder | $5,496 | $9,013-39.0% | $12,098-54.6% | $7,234-24.0% |