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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 | $147,189 | $89,367+64.7% | $141,191+4.2% | $72,975+101.7% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 2.53% | 111.87%-109.3pp | 71.41%-68.9pp | 81.01%-78.5pp |
| Employer contribution / active EE | $304 | $3,115-90.2% | $4,736-93.6% | $2,440-87.5% |
| Participant deferral / active EE | $5,468 | $5,419+0.9% | $6,710-18.5% | $3,608+51.6% |
| Admin fee / account holder | $537 | $5,957-91.0% | $10,264-94.8% | $5,124-89.5% |