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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 | $97,372 | $106,749-8.8% | $145,433-33.0% | $82,448+18.1% |
| Participation rate | 84.9% | 75.6%+9.3pp | 82.1%+2.8pp | 68.1%+16.8pp |
| Annual return | 12.74% | 27.59%-14.9pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $641 | $3,444-81.4% | $4,554-85.9% | $2,551-74.9% |
| Participant deferral / active EE | $6,303 | $6,519-3.3% | $7,897-20.2% | $4,139+52.3% |
| Admin fee / account holder | $11,970 | $8,390+42.7% | $13,129-8.8% | $7,234+65.5% |