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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 | $196,149 | $93,617+109.5% | $135,982+44.2% | $75,177+160.9% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 14.96% | 30.89%-15.9pp | 68.32%-53.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $10 | $3,538-99.7% | $4,859-99.8% | $2,671-99.6% |
| Participant deferral / active EE | $14,897 | $6,406+132.5% | $7,760+92.0% | $4,126+261.0% |
| Admin fee / account holder | $25,409 | $6,980+264.1% | $10,767+136.0% | $5,651+349.6% |