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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 | $125,030 | $138,386-9.7% | $184,260-32.1% | $80,935+54.5% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 10.23% | 20.02%-9.8pp | 28.84%-18.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $616 | $4,851-87.3% | $6,427-90.4% | $2,757-77.7% |
| Participant deferral / active EE | $9,899 | $7,076+39.9% | $9,133+8.4% | $4,299+130.2% |
| Admin fee / account holder | $4,210 | $10,489-59.9% | $13,898-69.7% | $6,924-39.2% |