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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 | $237,930 | $178,174+33.5% | $156,181+52.3% | $137,256+73.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 8.91% | 84.19%-75.3pp | 64.87%-56.0pp | 220.34%-211.4pp |
| Employer contribution / active EE | $428 | $4,972-91.4% | $4,294-90.0% | $4,156-89.7% |
| Participant deferral / active EE | $2,245 | $6,888-67.4% | $6,132-63.4% | $6,407-65.0% |
| Admin fee / account holder | $1,339 | $17,404-92.3% | $14,586-90.8% | $12,270-89.1% |