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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 | $89,742 | $108,825-17.5% | $156,181-42.5% | $82,448+8.8% |
| Participation rate | 78.7% | 72.4%+6.3pp | 78.8%-0.2pp | 68.1%+10.6pp |
| Annual return | 11.90% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $591 | $2,870-79.4% | $4,294-86.2% | $2,551-76.8% |
| Participant deferral / active EE | $6,191 | $4,577+35.3% | $6,132+1.0% | $4,139+49.6% |
| Admin fee / account holder | $5,110 | $9,341-45.3% | $14,586-65.0% | $7,234-29.4% |