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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 | $78,709 | $67,602+16.4% | $82,312-4.4% | $70,126+12.2% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 11.36% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $354 | $1,755-79.8% | $2,428-85.4% | $2,343-84.9% |
| Participant deferral / active EE | $1,602 | $2,987-46.4% | $3,706-56.8% | $3,332-51.9% |
| Admin fee / account holder | $1,716 | $4,512-62.0% | $5,608-69.4% | $4,645-63.1% |