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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 | $147,059 | $88,672+65.8% | $105,223+39.8% | $82,448+78.4% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 9.04% | 30.86%-21.8pp | 180.65%-171.6pp | 41.64%-32.6pp |
| Employer contribution / active EE | $658 | $3,048-78.4% | $3,689-82.2% | $2,551-74.2% |
| Participant deferral / active EE | $3,171 | $4,036-21.4% | $5,072-37.5% | $4,139-23.4% |
| Admin fee / account holder | $7,387 | $7,146+3.4% | $8,859-16.6% | $7,234+2.1% |