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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 | $145,726 | $115,796+25.8% | $101,264+43.9% | $158,950-8.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 7.14% | 56.15%-49.0pp | 46.48%-39.3pp | 302.91%-295.8pp |
| Employer contribution / active EE | $638 | $4,175-84.7% | $3,660-82.6% | $4,762-86.6% |
| Participant deferral / active EE | $4,449 | $4,958-10.3% | $4,370+1.8% | $5,983-25.6% |
| Admin fee / account holder | $1,242 | $7,247-82.9% | $5,947-79.1% | $11,248-89.0% |