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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 | $97,836 | $65,367+49.7% | $92,915+5.3% | $72,976+34.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 3.18% | 42.11%-38.9pp | 109.45%-106.3pp | 81.02%-77.8pp |
| Employer contribution / active EE | $54 | $2,594-97.9% | $3,653-98.5% | $2,440-97.8% |
| Participant deferral / active EE | $3,928 | $3,128+25.6% | $4,238-7.3% | $3,608+8.9% |
| Admin fee / account holder | $5,535 | $4,251+30.2% | $5,796-4.5% | $5,124+8.0% |