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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 | $146,528 | $121,719+20.4% | $210,053-30.2% | $116,462+25.8% |
| Participation rate | 77.8% | 76.0%+1.8pp | 80.8%-3.0pp | 74.7%+3.1pp |
| Annual return | 9.53% | 14.29%-4.8pp | 232.76%-223.2pp | 15.65%-6.1pp |
| Employer contribution / active EE | $653 | $2,386-72.6% | $4,521-85.6% | $3,231-79.8% |
| Participant deferral / active EE | $2,779 | $3,917-29.1% | $4,238-34.4% | $3,836-27.6% |
| Admin fee / account holder | $20,009 | $13,730+45.7% | $16,990+17.8% | $12,754+56.9% |