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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 | $106,864+97.7% | $147,318+43.4% | $82,637+155.6% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 13.66% | 27.49%-13.8pp | 70.43%-56.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $217 | $3,417-93.6% | $4,593-95.3% | $2,552-91.5% |
| Participant deferral / active EE | $9,420 | $6,496+45.0% | $7,906+19.2% | $4,126+128.3% |
| Admin fee / account holder | $43,821 | $8,415+420.8% | $13,708+219.7% | $7,339+497.1% |