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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 | $91,864 | $156,398-41.3% | $147,318-37.6% | $138,895-33.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 6.41% | 78.75%-72.3pp | 70.43%-64.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $761 | $4,853-84.3% | $4,593-83.4% | $4,194-81.9% |
| Participant deferral / active EE | $4,942 | $8,237-40.0% | $7,906-37.5% | $6,396-22.7% |
| Admin fee / account holder | $107,605 | $14,976+618.5% | $13,708+685.0% | $12,562+756.6% |