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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 | $211,228 | $106,749+97.9% | $145,433+45.2% | $82,448+156.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $217 | $3,444-93.7% | $4,554-95.2% | $2,551-91.5% |
| Participant deferral / active EE | $9,420 | $6,519+44.5% | $7,897+19.3% | $4,139+127.6% |
| Admin fee / account holder | $43,821 | $8,390+422.3% | $13,129+233.8% | $7,234+505.7% |