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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 | $96,731+52.3% | $123,973+18.8% | $86,983+69.4% |
| Participation rate | 74.4% | 70.0%+4.4pp | 76.7%-2.3pp | 69.5%+4.8pp |
| Annual return | 4.46% | 17.33%-12.9pp | 388.13%-383.7pp | 25.83%-21.4pp |
| Employer contribution / active EE | $721 | $3,297-78.1% | $4,126-82.5% | $2,584-72.1% |
| Participant deferral / active EE | $4,605 | $4,152+10.9% | $5,247-12.2% | $4,194+9.8% |
| Admin fee / account holder | $26,625 | $8,722+205.3% | $11,799+125.7% | $7,856+238.9% |