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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 | $144,351 | $136,860+5.5% | $120,344+19.9% | $154,746-6.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 6.87% | 21.38%-14.5pp | 20.30%-13.4pp | 172.34%-165.5pp |
| Employer contribution / active EE | $117 | $3,533-96.7% | $3,020-96.1% | $4,379-97.3% |
| Participant deferral / active EE | $2,341 | $5,793-59.6% | $5,135-54.4% | $6,730-65.2% |
| Admin fee / account holder | $66,456 | $15,393+331.7% | $12,742+421.6% | $14,365+362.6% |