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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 | $148,932 | $98,766+50.8% | $149,730-0.5% | $79,852+86.5% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.5pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.70%-265.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $580 | $3,217-82.0% | $4,645-87.5% | $2,471-76.5% |
| Participant deferral / active EE | $7,830 | $5,681+37.8% | $6,843+14.4% | $3,740+109.3% |
| Admin fee / account holder | $1,401 | $6,052-76.9% | $9,310-85.0% | $5,306-73.6% |