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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 | $132,624 | $106,524+24.5% | $152,301-12.9% | $87,485+51.6% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.4%+16.2pp | 68.9%+29.7pp |
| Annual return | 13.77% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $506 | $3,371-85.0% | $4,624-89.1% | $2,596-80.5% |
| Participant deferral / active EE | $5,928 | $6,525-9.2% | $8,004-25.9% | $4,274+38.7% |
| Admin fee / account holder | $21,274 | $8,287+156.7% | $14,398+47.8% | $7,775+173.6% |