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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 | $225,513 | $100,060+125.4% | $149,721+50.6% | $70,126+221.6% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 8.69% | 27.46%-18.8pp | 1501.67%-1493.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $890 | $3,661-75.7% | $5,444-83.7% | $2,343-62.0% |
| Participant deferral / active EE | $9,614 | $4,982+93.0% | $6,568+46.4% | $3,332+188.5% |
| Admin fee / account holder | $5,207 | $8,285-37.2% | $11,282-53.8% | $4,645+12.1% |