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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 | $75,504 | $90,674-16.7% | $96,707-21.9% | $82,448-8.4% |
| Participation rate | 89.3% | 75.9%+13.3pp | 80.4%+8.9pp | 68.1%+21.2pp |
| Annual return | 12.91% | 49.05%-36.1pp | 34.78%-21.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $885 | $3,975-77.7% | $4,191-78.9% | $2,551-65.3% |
| Participant deferral / active EE | $5,598 | $5,696-1.7% | $5,997-6.6% | $4,139+35.2% |
| Admin fee / account holder | $4,714 | $7,568-37.7% | $7,503-37.2% | $7,234-34.8% |