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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 | $103,547 | $55,902+85.2% | $76,030+36.2% | $80,959+27.9% |
| Participation rate | 70.8% | 62.1%+8.7pp | 69.1%+1.7pp | 67.7%+3.1pp |
| Annual return | 8.73% | 20.59%-11.9pp | 361.54%-352.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $323 | $1,867-82.7% | $2,688-88.0% | $2,757-88.3% |
| Participant deferral / active EE | $5,509 | $3,051+80.6% | $4,257+29.4% | $4,300+28.1% |
| Admin fee / account holder | $13,892 | $5,239+165.2% | $6,421+116.4% | $6,925+100.6% |