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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 | $55,930+85.1% | $76,089+36.1% | $80,925+28.0% |
| Participation rate | 70.8% | 62.1%+8.7pp | 69.1%+1.7pp | 67.7%+3.1pp |
| Annual return | 8.73% | 20.58%-11.8pp | 360.94%-352.2pp | 35.65%-26.9pp |
| Employer contribution / active EE | $323 | $1,866-82.7% | $2,690-88.0% | $2,756-88.3% |
| Participant deferral / active EE | $5,509 | $3,051+80.6% | $4,259+29.3% | $4,299+28.1% |
| Admin fee / account holder | $13,892 | $5,241+165.1% | $6,418+116.5% | $6,940+100.2% |