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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 | $89,918 | $181,062-50.3% | $158,223-43.2% | $155,188-42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.57% | 57.39%-50.8pp | 52.09%-45.5pp | 148.84%-142.3pp |
| Employer contribution / active EE | $545 | $4,565-88.1% | $4,109-86.7% | $4,248-87.2% |
| Participant deferral / active EE | $7,091 | $6,134+15.6% | $5,467+29.7% | $6,531+8.6% |
| Admin fee / account holder | $739 | $18,825-96.1% | $16,047-95.4% | $14,480-94.9% |