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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 | $121,298 | $72,492+67.3% | $87,104+39.3% | $72,975+66.2% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 12.56% | 24.46%-11.9pp | 28.19%-15.6pp | 81.01%-68.4pp |
| Employer contribution / active EE | $276 | $1,894-85.4% | $2,521-89.1% | $2,440-88.7% |
| Participant deferral / active EE | $4,193 | $3,270+28.2% | $4,048+3.6% | $3,608+16.2% |
| Admin fee / account holder | $24,859 | $5,055+391.8% | $7,491+231.8% | $5,124+385.1% |