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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 | $55,314 | $94,436-41.4% | $115,599-52.2% | $82,637-33.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.3%+18.0pp | 68.1%+24.3pp |
| Annual return | 8.25% | 18.37%-10.1pp | 111.10%-102.8pp | 53.51%-45.3pp |
| Employer contribution / active EE | $634 | $2,324-72.7% | $2,955-78.5% | $2,552-75.2% |
| Participant deferral / active EE | $4,484 | $3,955+13.4% | $4,889-8.3% | $4,126+8.7% |
| Admin fee / account holder | $10,862 | $10,328+5.2% | $12,841-15.4% | $7,339+48.0% |