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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 | $154,508 | $94,031+64.3% | $115,768+33.5% | $82,448+87.4% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.4%+5.6pp | 68.1%+11.9pp |
| Annual return | 12.01% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $517 | $2,323-77.7% | $2,940-82.4% | $2,551-79.7% |
| Participant deferral / active EE | $2,277 | $3,972-42.7% | $4,917-53.7% | $4,139-45.0% |
| Admin fee / account holder | $15,344 | $10,249+49.7% | $12,439+23.3% | $7,234+112.1% |