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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 | $103,066 | $109,359-5.8% | $162,185-36.5% | $72,976+41.2% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 16.57% | 25.46%-8.9pp | 115.61%-99.0pp | 81.02%-64.4pp |
| Employer contribution / active EE | $961 | $3,907-75.4% | $5,613-82.9% | $2,440-60.6% |
| Participant deferral / active EE | $3,871 | $5,481-29.4% | $7,297-47.0% | $3,608+7.3% |
| Admin fee / account holder | $8,026 | $7,972+0.7% | $10,844-26.0% | $5,124+56.6% |