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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 | $115,435 | $95,453+20.9% | $112,040+3.0% | $82,448+40.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.96% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $547 | $2,318-76.4% | $2,954-81.5% | $2,551-78.6% |
| Participant deferral / active EE | $6,370 | $4,224+50.8% | $5,098+25.0% | $4,139+53.9% |
| Admin fee / account holder | $5,872 | $9,013-34.8% | $12,098-51.5% | $7,234-18.8% |