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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 | $122,057 | $106,749+14.3% | $145,433-16.1% | $82,448+48.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 13.83% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $429 | $3,444-87.6% | $4,554-90.6% | $2,551-83.2% |
| Participant deferral / active EE | $7,830 | $6,519+20.1% | $7,897-0.9% | $4,139+89.2% |
| Admin fee / account holder | $16,348 | $8,390+94.9% | $13,129+24.5% | $7,234+126.0% |