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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 | $85,814 | $199,109-56.9% | $173,730-50.6% | $154,746-44.5% |
| Participation rate | 86.4% | 82.8%+3.6pp | 79.6%+6.8pp | 80.7%+5.7pp |
| Annual return | 6.79% | 20.02%-13.2pp | 19.96%-13.2pp | 172.34%-165.5pp |
| Employer contribution / active EE | $682 | $5,311-87.2% | $4,577-85.1% | $4,379-84.4% |
| Participant deferral / active EE | $8,064 | $7,113+13.4% | $6,326+27.5% | $6,730+19.8% |
| Admin fee / account holder | $9,008 | $20,916-56.9% | $17,523-48.6% | $14,365-37.3% |