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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 | $151,819 | $108,825+39.5% | $156,181-2.8% | $82,448+84.1% |
| Participation rate | 86.1% | 72.4%+13.7pp | 78.8%+7.3pp | 68.1%+18.0pp |
| Annual return | 10.85% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $502 | $2,870-82.5% | $4,294-88.3% | $2,551-80.3% |
| Participant deferral / active EE | $5,002 | $4,577+9.3% | $6,132-18.4% | $4,139+20.8% |
| Admin fee / account holder | $4,328 | $9,341-53.7% | $14,586-70.3% | $7,234-40.2% |