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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 | $76,466 | $86,949-12.1% | $102,460-25.4% | $80,959-5.5% |
| Participation rate | 72.7% | 72.4%+0.3pp | 76.5%-3.8pp | 67.7%+5.1pp |
| Annual return | 8.06% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $272 | $2,370-88.5% | $3,025-91.0% | $2,757-90.1% |
| Participant deferral / active EE | $2,713 | $4,121-34.2% | $5,056-46.3% | $4,300-36.9% |
| Admin fee / account holder | $6,972 | $8,048-13.4% | $9,460-26.3% | $6,925+0.7% |