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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 | $109,899 | $94,031+16.9% | $115,768-5.1% | $82,448+33.3% |
| Participation rate | 74.0% | 70.4%+3.6pp | 74.4%-0.4pp | 68.1%+5.9pp |
| Annual return | 10.88% | 20.61%-9.7pp | 100.46%-89.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $219 | $2,323-90.6% | $2,940-92.5% | $2,551-91.4% |
| Participant deferral / active EE | $3,912 | $3,972-1.5% | $4,917-20.4% | $4,139-5.5% |
| Admin fee / account holder | $47,855 | $10,249+366.9% | $12,439+284.7% | $7,234+561.5% |