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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 | $132,596 | $93,055+42.5% | $153,741-13.8% | $80,959+63.8% |
| Participation rate | 90.8% | 69.0%+21.8pp | 77.1%+13.7pp | 67.7%+23.1pp |
| Annual return | 8.88% | 19.97%-11.1pp | 15.71%-6.8pp | 35.67%-26.8pp |
| Employer contribution / active EE | $865 | $3,504-75.3% | $5,042-82.8% | $2,757-68.6% |
| Participant deferral / active EE | $6,774 | $5,172+31.0% | $6,757+0.3% | $4,300+57.5% |
| Admin fee / account holder | $24,176 | $8,881+172.2% | $12,749+89.6% | $6,925+249.1% |