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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 | $121,258 | $98,776+22.8% | $149,745-19.0% | $79,856+51.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.2pp |
| Annual return | 11.38% | 27.38%-16.0pp | 276.72%-265.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $590 | $3,217-81.6% | $4,646-87.3% | $2,471-76.1% |
| Participant deferral / active EE | $4,412 | $5,681-22.3% | $6,843-35.5% | $3,741+18.0% |
| Admin fee / account holder | $3,856 | $6,053-36.3% | $9,312-58.6% | $5,306-27.3% |