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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 | $235,839 | $74,535+216.4% | $100,712+134.2% | $82,637+185.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.10% | 18.92%-6.8pp | 33.27%-21.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $319 | $1,503-78.8% | $2,313-86.2% | $2,552-87.5% |
| Participant deferral / active EE | $2,282 | $3,074-25.8% | $4,085-44.1% | $4,126-44.7% |
| Admin fee / account holder | $10,067 | $6,576+53.1% | $9,256+8.8% | $7,339+37.2% |