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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 | $115,636 | $90,400+27.9% | $186,193-37.9% | $87,485+32.2% |
| Participation rate | 71.0% | 66.2%+4.8pp | 77.1%-6.1pp | 68.9%+2.0pp |
| Annual return | 12.07% | 22.15%-10.1pp | 78.03%-66.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $301 | $2,170-86.1% | $3,918-92.3% | $2,596-88.4% |
| Participant deferral / active EE | $6,868 | $4,330+58.6% | $6,513+5.4% | $4,274+60.7% |
| Admin fee / account holder | $17,196 | $8,673+98.3% | $11,058+55.5% | $7,775+121.2% |