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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 | $84,759 | $76,551+10.7% | $123,894-31.6% | $62,881+34.8% |
| Participation rate | 84.8% | 73.0%+11.8pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 4.16% | 18.68%-14.5pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $344 | $2,882-88.1% | $4,617-92.6% | $2,281-84.9% |
| Participant deferral / active EE | $3,495 | $4,840-27.8% | $5,984-41.6% | $3,203+9.1% |
| Admin fee / account holder | $6,892 | $4,826+42.8% | $8,357-17.5% | $4,296+60.4% |