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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 | $116,619 | $64,359+81.2% | $90,161+29.3% | $70,126+66.3% |
| Participation rate | 83.8% | 70.4%+13.4pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 12.61% | 28.13%-15.5pp | 34.89%-22.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $221 | $2,046-89.2% | $3,318-93.3% | $2,343-90.6% |
| Participant deferral / active EE | $5,007 | $4,389+14.1% | $5,287-5.3% | $3,332+50.3% |
| Admin fee / account holder | $33,374 | $3,945+746.0% | $5,943+461.5% | $4,645+618.4% |