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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 | $116,133 | $78,425+48.1% | $95,956+21.0% | $79,858+45.4% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.4pp | 69.6%+21.9pp |
| Annual return | 5.79% | 19.37%-13.6pp | 91.63%-85.8pp | 31.72%-25.9pp |
| Employer contribution / active EE | $369 | $1,945-81.1% | $2,541-85.5% | $2,471-85.1% |
| Participant deferral / active EE | $2,921 | $3,440-15.1% | $4,167-29.9% | $3,740-21.9% |
| Admin fee / account holder | $2,501 | $5,622-55.5% | $6,797-63.2% | $5,306-52.9% |