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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 | $159,923 | $117,904+35.6% | $102,457+56.1% | $145,978+9.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 5.60% | 31.80%-26.2pp | 29.41%-23.8pp | 550.52%-544.9pp |
| Employer contribution / active EE | $822 | $3,613-77.2% | $3,022-72.8% | $4,662-82.4% |
| Participant deferral / active EE | $8,223 | $5,733+43.4% | $5,054+62.7% | $6,690+22.9% |
| Admin fee / account holder | $152,494 | $13,329+1044.0% | $9,451+1513.4% | $13,400+1038.0% |