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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 | $123,478+23.3% | $216,567-29.7% | $94,015+61.9% |
| Participation rate | 97.2% | 75.1%+22.1pp | 81.6%+15.5pp | 70.8%+26.4pp |
| Annual return | 6.54% | 23.61%-17.1pp | 12.94%-6.4pp | 17.84%-11.3pp |
| Employer contribution / active EE | $625 | $3,136-80.1% | $5,216-88.0% | $2,790-77.6% |
| Participant deferral / active EE | $7,720 | $4,556+69.5% | $6,191+24.7% | $4,249+81.7% |
| Admin fee / account holder | $29,214 | $12,753+129.1% | $21,981+32.9% | $8,951+226.4% |