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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 | $147,308 | $93,345+57.8% | $119,126+23.7% | $87,485+68.4% |
| Participation rate | 74.4% | 68.7%+5.7pp | 75.8%-1.4pp | 68.9%+5.5pp |
| Annual return | 4.46% | 19.08%-14.6pp | 282.11%-277.6pp | 26.06%-21.6pp |
| Employer contribution / active EE | $721 | $3,172-77.3% | $4,034-82.1% | $2,596-72.2% |
| Participant deferral / active EE | $4,605 | $4,099+12.3% | $5,318-13.4% | $4,274+7.7% |
| Admin fee / account holder | $26,625 | $8,039+231.2% | $10,693+149.0% | $7,775+242.5% |