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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 | $117,846-3.1% | $102,434+11.5% | $145,884-21.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 2.36% | 31.90%-29.5pp | 29.46%-27.1pp | 551.85%-549.5pp |
| Employer contribution / active EE | $419 | $3,615-88.4% | $3,023-86.2% | $4,662-91.0% |
| Participant deferral / active EE | $2,937 | $5,733-48.8% | $5,055-41.9% | $6,690-56.1% |
| Admin fee / account holder | $3,375 | $13,356-74.7% | $9,462-64.3% | $13,392-74.8% |