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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 | $222,572 | $102,422+117.3% | $147,117+51.3% | $80,959+174.9% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 11.29% | 135.16%-123.9pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $796 | $3,717-78.6% | $4,932-83.9% | $2,757-71.1% |
| Participant deferral / active EE | $11,516 | $6,652+73.1% | $8,065+42.8% | $4,300+167.8% |
| Admin fee / account holder | $4,369 | $7,953-45.1% | $12,993-66.4% | $6,925-36.9% |