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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 | $148,633 | $138,393+7.4% | $184,256-19.3% | $80,959+83.6% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.7%+25.4pp |
| Annual return | 10.51% | 20.01%-9.5pp | 28.85%-18.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $445 | $4,847-90.8% | $6,427-93.1% | $2,757-83.9% |
| Participant deferral / active EE | $4,578 | $7,076-35.3% | $9,133-49.9% | $4,300+6.5% |
| Admin fee / account holder | $7,822 | $10,489-25.4% | $13,899-43.7% | $6,925+13.0% |