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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 | $183,041 | $101,798+79.8% | $165,071+10.9% | $80,935+126.2% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 9.83% | 16.73%-6.9pp | 70.17%-60.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $28 | $2,954-99.1% | $4,347-99.4% | $2,757-99.0% |
| Participant deferral / active EE | $6,682 | $4,476+49.3% | $6,035+10.7% | $4,299+55.4% |
| Admin fee / account holder | $45,422 | $8,221+452.5% | $12,695+257.8% | $6,924+556.0% |