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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 | $143,702 | $239,571-40.0% | $183,328-21.6% | $137,256+4.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 9.79% | 35.69%-25.9pp | 29.67%-19.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $577 | $6,148-90.6% | $5,055-88.6% | $4,156-86.1% |
| Participant deferral / active EE | $3,950 | $7,995-50.6% | $6,795-41.9% | $6,407-38.4% |
| Admin fee / account holder | $44,768 | $30,059+48.9% | $21,427+108.9% | $12,270+264.9% |