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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 | $117,829+35.7% | $102,423+56.1% | $145,877+9.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 5.60% | 31.83%-26.2pp | 29.42%-23.8pp | 551.28%-545.7pp |
| Employer contribution / active EE | $822 | $3,615-77.3% | $3,023-72.8% | $4,663-82.4% |
| Participant deferral / active EE | $8,223 | $5,732+43.4% | $5,054+62.7% | $6,691+22.9% |
| Admin fee / account holder | $152,494 | $13,335+1043.5% | $9,455+1512.9% | $13,402+1037.8% |