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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 | $177,046 | $67,602+161.9% | $82,312+115.1% | $70,126+152.5% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 5.16% | 21.57%-16.4pp | 25.88%-20.7pp | 73.15%-68.0pp |
| Employer contribution / active EE | $336 | $1,755-80.8% | $2,428-86.2% | $2,343-85.6% |
| Participant deferral / active EE | $2,116 | $2,987-29.2% | $3,706-42.9% | $3,332-36.5% |
| Admin fee / account holder | $9,248 | $4,512+105.0% | $5,608+64.9% | $4,645+99.1% |