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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 | $112,399 | $85,766+31.1% | $136,298-17.5% | $70,126+60.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 13.17% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $130 | $2,966-95.6% | $4,696-97.2% | $2,343-94.5% |
| Participant deferral / active EE | $8,242 | $5,051+63.2% | $6,247+31.9% | $3,332+147.4% |
| Admin fee / account holder | $3,580 | $5,421-34.0% | $9,244-61.3% | $4,645-22.9% |