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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 | $208,609 | $84,953+145.6% | $163,379+27.7% | $82,637+152.4% |
| Participation rate | 70.0% | 65.9%+4.1pp | 76.8%-6.8pp | 68.1%+1.9pp |
| Annual return | 12.70% | 23.07%-10.4pp | 63.41%-50.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $437 | $2,183-80.0% | $3,752-88.4% | $2,552-82.9% |
| Participant deferral / active EE | $6,605 | $4,326+52.7% | $6,282+5.1% | $4,126+60.1% |
| Admin fee / account holder | $2,437 | $7,921-69.2% | $9,818-75.2% | $7,339-66.8% |