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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 | $114,202 | $117,904-3.1% | $102,457+11.5% | $145,978-21.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 2.36% | 31.80%-29.4pp | 29.41%-27.1pp | 550.52%-548.2pp |
| Employer contribution / active EE | $419 | $3,613-88.4% | $3,022-86.1% | $4,662-91.0% |
| Participant deferral / active EE | $2,937 | $5,733-48.8% | $5,054-41.9% | $6,690-56.1% |
| Admin fee / account holder | $3,375 | $13,329-74.7% | $9,451-64.3% | $13,400-74.8% |