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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 | $170,074 | $81,446+108.8% | $103,374+64.5% | $80,874+110.3% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 10.02% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $778 | $3,107-74.9% | $3,869-79.9% | $2,756-71.8% |
| Participant deferral / active EE | $7,260 | $3,870+87.6% | $5,058+43.5% | $4,297+69.0% |
| Admin fee / account holder | $3,765 | $6,715-43.9% | $8,394-55.2% | $6,935-45.7% |