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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 | $140,747 | $89,367+57.5% | $141,191-0.3% | $72,975+92.9% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 8.53% | 111.87%-103.3pp | 71.41%-62.9pp | 81.01%-72.5pp |
| Employer contribution / active EE | $606 | $3,115-80.5% | $4,736-87.2% | $2,440-75.2% |
| Participant deferral / active EE | $6,726 | $5,419+24.1% | $6,710+0.2% | $3,608+86.4% |
| Admin fee / account holder | $2,816 | $5,957-52.7% | $10,264-72.6% | $5,124-45.0% |