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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 | $159,053 | $124,425+27.8% | $112,040+42.0% | $137,256+15.9% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 3.68% | 24.72%-21.0pp | 24.52%-20.8pp | 220.34%-216.7pp |
| Employer contribution / active EE | $337 | $3,411-90.1% | $2,954-88.6% | $4,156-91.9% |
| Participant deferral / active EE | $5,754 | $5,718+0.6% | $5,098+12.9% | $6,407-10.2% |
| Admin fee / account holder | $158,150 | $15,207+940.0% | $12,098+1207.2% | $12,270+1188.9% |