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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 | $114,712+32.7% | $173,730-12.4% | $87,485+74.0% |
| Participation rate | 97.2% | 73.0%+24.2pp | 79.6%+17.6pp | 68.9%+28.3pp |
| Annual return | 6.54% | 20.18%-13.6pp | 19.96%-13.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $625 | $2,904-78.5% | $4,577-86.3% | $2,596-75.9% |
| Participant deferral / active EE | $7,720 | $4,642+66.3% | $6,326+22.0% | $4,274+80.7% |
| Admin fee / account holder | $29,214 | $10,210+186.1% | $17,523+66.7% | $7,775+275.8% |