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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 | $69,866 | $67,602+3.4% | $82,312-15.1% | $70,126-0.4% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 11.68% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $224 | $1,755-87.2% | $2,428-90.8% | $2,343-90.4% |
| Participant deferral / active EE | $1,406 | $2,987-52.9% | $3,706-62.1% | $3,332-57.8% |
| Admin fee / account holder | $1,542 | $4,512-65.8% | $5,608-72.5% | $4,645-66.8% |