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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 | $126,234 | $88,672+42.4% | $105,223+20.0% | $82,448+53.1% |
| Participation rate | 73.0% | 67.9%+5.0pp | 75.0%-2.1pp | 68.1%+4.9pp |
| Annual return | 11.39% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $537 | $3,048-82.4% | $3,689-85.4% | $2,551-79.0% |
| Participant deferral / active EE | $5,504 | $4,036+36.4% | $5,072+8.5% | $4,139+33.0% |
| Admin fee / account holder | $20,670 | $7,146+189.2% | $8,859+133.3% | $7,234+185.7% |