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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 | $94,436+63.6% | $115,599+33.7% | $82,637+87.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.3%+5.7pp | 68.1%+11.9pp |
| Annual return | 12.01% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $517 | $2,324-77.7% | $2,955-82.5% | $2,552-79.7% |
| Participant deferral / active EE | $2,277 | $3,955-42.4% | $4,889-53.4% | $4,126-44.8% |
| Admin fee / account holder | $15,344 | $10,328+48.6% | $12,841+19.5% | $7,339+109.1% |