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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 | $239,339 | $114,712+108.6% | $173,730+37.8% | $87,485+173.6% |
| Participation rate | 96.4% | 73.0%+23.4pp | 79.6%+16.9pp | 68.9%+27.5pp |
| Annual return | 10.43% | 20.18%-9.8pp | 19.96%-9.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $40 | $2,904-98.6% | $4,577-99.1% | $2,596-98.5% |
| Participant deferral / active EE | $10,361 | $4,642+123.2% | $6,326+63.8% | $4,274+142.4% |
| Admin fee / account holder | $7,802 | $10,210-23.6% | $17,523-55.5% | $7,775+0.3% |