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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 | $162,032 | $90,674+78.7% | $96,707+67.6% | $82,448+96.5% |
| Participation rate | 96.0% | 75.9%+20.1pp | 80.4%+15.6pp | 68.1%+27.9pp |
| Annual return | 10.23% | 49.05%-38.8pp | 34.78%-24.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $828 | $3,975-79.2% | $4,191-80.3% | $2,551-67.6% |
| Participant deferral / active EE | $6,176 | $5,696+8.4% | $5,997+3.0% | $4,139+49.2% |
| Admin fee / account holder | $7,047 | $7,568-6.9% | $7,503-6.1% | $7,234-2.6% |