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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 | $71,939 | $77,962-7.7% | $178,540-59.7% | $80,935-11.1% |
| Participation rate | 90.2% | 65.7%+24.5pp | 77.1%+13.1pp | 67.7%+22.5pp |
| Annual return | 9.93% | 18.10%-8.2pp | 27.15%-17.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $467 | $2,280-79.5% | $3,953-88.2% | $2,757-83.0% |
| Participant deferral / active EE | $5,298 | $4,404+20.3% | $6,281-15.6% | $4,299+23.2% |
| Admin fee / account holder | $6,165 | $7,156-13.8% | $10,424-40.9% | $6,924-11.0% |