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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 | $140,920 | $86,938+62.1% | $102,423+37.6% | $80,925+74.1% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.5pp | 67.7%+14.4pp |
| Annual return | 7.51% | 18.89%-11.4pp | 29.42%-21.9pp | 35.65%-28.1pp |
| Employer contribution / active EE | $641 | $2,369-72.9% | $3,023-78.8% | $2,756-76.7% |
| Participant deferral / active EE | $4,545 | $4,120+10.3% | $5,054-10.1% | $4,299+5.7% |
| Admin fee / account holder | $3,558 | $8,053-55.8% | $9,455-62.4% | $6,940-48.7% |