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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 | $120,136 | $160,028-24.9% | $147,080-18.3% | $145,884-17.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 8.21% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,014 | $5,286-80.8% | $4,933-79.5% | $4,662-78.3% |
| Participant deferral / active EE | $4,364 | $8,422-48.2% | $8,066-45.9% | $6,690-34.8% |
| Admin fee / account holder | $18,840 | $15,030+25.4% | $12,989+45.0% | $13,392+40.7% |