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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 | $162,703 | $103,392+57.4% | $87,104+86.8% | $152,897+6.4% |
| Participation rate | 78.9% | 79.4%-0.4pp | 76.9%+2.1pp | 82.5%-3.5pp |
| Annual return | 1.97% | 28.10%-26.1pp | 28.19%-26.2pp | 345.43%-343.5pp |
| Employer contribution / active EE | $631 | $3,221-80.4% | $2,521-75.0% | $4,764-86.7% |
| Participant deferral / active EE | $2,128 | $4,778-55.5% | $4,048-47.4% | $5,851-63.6% |
| Admin fee / account holder | $11,034 | $12,194-9.5% | $7,491+47.3% | $11,599-4.9% |