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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 | $216,442 | $98,776+119.1% | $149,745+44.5% | $79,856+171.0% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.4pp | 69.6%+13.2pp |
| Annual return | 10.46% | 27.38%-16.9pp | 276.72%-266.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $243 | $3,217-92.4% | $4,646-94.8% | $2,471-90.2% |
| Participant deferral / active EE | $7,169 | $5,681+26.2% | $6,843+4.8% | $3,741+91.7% |
| Admin fee / account holder | $2,375 | $6,053-60.8% | $9,312-74.5% | $5,306-55.2% |