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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 | $121,917 | $84,940+43.5% | $111,306+9.5% | $79,389+53.6% |
| Participation rate | 96.4% | 75.9%+20.5pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 11.45% | 17.45%-6.0pp | 54.67%-43.2pp | 116.89%-105.4pp |
| Employer contribution / active EE | $468 | $1,979-76.3% | $2,732-82.9% | $2,428-80.7% |
| Participant deferral / active EE | $4,017 | $3,889+3.3% | $4,488-10.5% | $4,046-0.7% |
| Admin fee / account holder | $15,210 | $537+2730.8% | $7,966+90.9% | $626+2328.0% |