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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 | $93,425 | $106,749-12.5% | $145,433-35.8% | $82,448+13.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.83% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $284 | $3,444-91.8% | $4,554-93.8% | $2,551-88.9% |
| Participant deferral / active EE | $7,725 | $6,519+18.5% | $7,897-2.2% | $4,139+86.6% |
| Admin fee / account holder | $11,467 | $8,390+36.7% | $13,129-12.7% | $7,234+58.5% |