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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 | $122,458 | $93,589+30.8% | $135,942-9.9% | $75,181+62.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 14.44% | 30.90%-16.5pp | 68.28%-53.8pp | 160.69%-146.2pp |
| Employer contribution / active EE | $762 | $3,537-78.5% | $4,858-84.3% | $2,671-71.5% |
| Participant deferral / active EE | $5,255 | $6,405-18.0% | $7,759-32.3% | $4,126+27.4% |
| Admin fee / account holder | $17,537 | $6,977+151.3% | $10,764+62.9% | $5,650+210.4% |