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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 | $115,588 | $63,904+80.9% | $89,340+29.4% | $67,986+70.0% |
| Participation rate | 81.2% | 54.3%+26.8pp | 69.6%+11.6pp | 57.2%+24.0pp |
| Annual return | 11.82% | 18.09%-6.3pp | 20.57%-8.8pp | 31.67%-19.8pp |
| Employer contribution / active EE | $250 | $1,627-84.6% | $2,231-88.8% | $2,019-87.6% |
| Participant deferral / active EE | $2,249 | $2,691-16.4% | $3,823-41.2% | $3,358-33.0% |
| Admin fee / account holder | $12,335 | $3,315+272.1% | $6,704+84.0% | $3,203+285.1% |