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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 | $173,774 | $72,071+141.1% | $68,368+154.2% | $137,256+26.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 10.29% | 353.14%-342.8pp | 292.57%-282.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $279 | $2,788-90.0% | $2,649-89.5% | $4,156-93.3% |
| Participant deferral / active EE | $2,866 | $4,410-35.0% | $4,123-30.5% | $6,407-55.3% |
| Admin fee / account holder | $55,281 | $5,336+936.1% | $5,150+973.5% | $12,270+350.5% |