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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 | $176,963 | $108,825+62.6% | $156,181+13.3% | $82,448+114.6% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 10.51% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $520 | $2,870-81.9% | $4,294-87.9% | $2,551-79.6% |
| Participant deferral / active EE | $3,223 | $4,577-29.6% | $6,132-47.4% | $4,139-22.1% |
| Admin fee / account holder | $52,447 | $9,341+461.5% | $14,586+259.6% | $7,234+625.0% |