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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 | $152,236 | $108,825+39.9% | $156,181-2.5% | $82,448+84.6% |
| Participation rate | 97.2% | 72.4%+24.8pp | 78.8%+18.4pp | 68.1%+29.1pp |
| Annual return | 6.54% | 20.59%-14.0pp | 64.87%-58.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $625 | $2,870-78.2% | $4,294-85.4% | $2,551-75.5% |
| Participant deferral / active EE | $7,720 | $4,577+68.7% | $6,132+25.9% | $4,139+86.5% |
| Admin fee / account holder | $29,214 | $9,341+212.8% | $14,586+100.3% | $7,234+303.8% |