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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 | $229,023 | $126,661+80.8% | $113,397+102.0% | $138,895+64.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 8.14% | 25.05%-16.9pp | 23.20%-15.1pp | 145.39%-137.3pp |
| Employer contribution / active EE | $839 | $3,456-75.7% | $2,977-71.8% | $4,194-80.0% |
| Participant deferral / active EE | $3,215 | $5,693-43.5% | $5,076-36.7% | $6,396-49.7% |
| Admin fee / account holder | $75,915 | $14,549+421.8% | $11,957+534.9% | $12,562+504.3% |