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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 | $130,391 | $166,089-21.5% | $164,928-20.9% | $145,978-10.7% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 7.94% | 100.26%-92.3pp | 70.08%-62.1pp | 550.52%-542.6pp |
| Employer contribution / active EE | $729 | $5,276-86.2% | $4,343-83.2% | $4,662-84.4% |
| Participant deferral / active EE | $3,726 | $6,961-46.5% | $6,034-38.2% | $6,690-44.3% |
| Admin fee / account holder | $22,294 | $16,641+34.0% | $12,684+75.8% | $13,400+66.4% |