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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 | $108,084 | $73,978+46.1% | $96,515+12.0% | $75,173+43.8% |
| Participation rate | 98.3% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.82% | 26.72%-13.9pp | 35.73%-22.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $694 | $2,931-76.3% | $3,740-81.4% | $2,671-74.0% |
| Participant deferral / active EE | $4,947 | $3,660+35.2% | $4,880+1.4% | $4,126+19.9% |
| Admin fee / account holder | $2,605 | $5,219-50.1% | $6,735-61.3% | $5,651-53.9% |