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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 | $163,149 | $98,766+65.2% | $149,730+9.0% | $79,852+104.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 8.20% | 27.43%-19.2pp | 276.70%-268.5pp | 31.72%-23.5pp |
| Employer contribution / active EE | $361 | $3,217-88.8% | $4,645-92.2% | $2,471-85.4% |
| Participant deferral / active EE | $5,205 | $5,681-8.4% | $6,843-23.9% | $3,740+39.1% |
| Admin fee / account holder | $22,707 | $6,052+275.2% | $9,310+143.9% | $5,306+327.9% |