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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 | $114,972 | $75,720+51.8% | $90,312+27.3% | $86,983+32.2% |
| Participation rate | 80.3% | 66.3%+14.0pp | 72.9%+7.4pp | 69.5%+10.7pp |
| Annual return | 8.61% | 18.55%-9.9pp | 18.90%-10.3pp | 25.83%-17.2pp |
| Employer contribution / active EE | $266 | $1,945-86.3% | $2,243-88.1% | $2,584-89.7% |
| Participant deferral / active EE | $5,954 | $3,001+98.4% | $3,749+58.8% | $4,194+42.0% |
| Admin fee / account holder | $17,967 | $6,201+189.8% | $8,248+117.8% | $7,856+128.7% |