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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 | $213,844 | $117,846+81.5% | $102,434+108.8% | $145,884+46.6% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 6.98% | 31.90%-24.9pp | 29.46%-22.5pp | 551.85%-544.9pp |
| Employer contribution / active EE | $790 | $3,615-78.1% | $3,023-73.9% | $4,662-83.0% |
| Participant deferral / active EE | $7,927 | $5,733+38.3% | $5,055+56.8% | $6,690+18.5% |
| Admin fee / account holder | $1,087 | $13,356-91.9% | $9,462-88.5% | $13,392-91.9% |