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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 | $121,451 | $136,860-11.3% | $120,344+0.9% | $154,746-21.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.67% | 21.38%-15.7pp | 20.30%-14.6pp | 172.34%-166.7pp |
| Employer contribution / active EE | $769 | $3,533-78.2% | $3,020-74.5% | $4,379-82.4% |
| Participant deferral / active EE | $3,951 | $5,793-31.8% | $5,135-23.1% | $6,730-41.3% |
| Admin fee / account holder | $37,642 | $15,393+144.5% | $12,742+195.4% | $14,365+162.0% |