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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 | $165,803 | $223,823-25.9% | $211,142-21.5% | $154,746+7.1% |
| Participation rate | 70.0% | 87.9%-17.9pp | 87.3%-17.3pp | 80.7%-10.7pp |
| Annual return | 8.14% | 50.39%-42.3pp | 46.84%-38.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,097 | $6,787-83.8% | $6,442-83.0% | $4,379-75.0% |
| Participant deferral / active EE | $14,613 | $9,750+49.9% | $9,284+57.4% | $6,730+117.1% |
| Admin fee / account holder | $113,203 | $19,707+474.4% | $19,076+493.4% | $14,365+688.0% |