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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 | $195,191 | $138,393+41.0% | $184,256+5.9% | $80,959+141.1% |
| Participation rate | 93.6% | 83.9%+9.7pp | 86.8%+6.8pp | 67.7%+25.9pp |
| Annual return | 8.55% | 20.01%-11.5pp | 28.85%-20.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | -$217 | $4,847-104.5% | $6,427-103.4% | $2,757-107.9% |
| Participant deferral / active EE | $6,424 | $7,076-9.2% | $9,133-29.7% | $4,300+49.4% |
| Admin fee / account holder | $25,519 | $10,489+143.3% | $13,899+83.6% | $6,925+268.5% |