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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 | $193,183 | $101,795+89.8% | $165,100+17.0% | $80,959+138.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 10.12% | 16.73%-6.6pp | 70.21%-60.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $99 | $2,954-96.6% | $4,348-97.7% | $2,757-96.4% |
| Participant deferral / active EE | $6,549 | $4,476+46.3% | $6,035+8.5% | $4,300+52.3% |
| Admin fee / account holder | $59,947 | $8,221+629.2% | $12,696+372.2% | $6,925+765.6% |