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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 | $154,304 | $101,950+51.4% | $125,529+22.9% | $86,983+77.4% |
| Participation rate | 75.0% | 70.2%+4.8pp | 74.7%+0.3pp | 69.5%+5.5pp |
| Annual return | 10.49% | 18.29%-7.8pp | 202.56%-192.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $428 | $2,358-81.9% | $3,058-86.0% | $2,584-83.4% |
| Participant deferral / active EE | $6,187 | $3,862+60.2% | $4,813+28.6% | $4,194+47.5% |
| Admin fee / account holder | $33,818 | $12,791+164.4% | $16,298+107.5% | $7,856+330.5% |