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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 | $108,825+119.9% | $156,181+53.2% | $82,448+190.3% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 10.43% | 20.59%-10.2pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $40 | $2,870-98.6% | $4,294-99.1% | $2,551-98.4% |
| Participant deferral / active EE | $10,361 | $4,577+126.4% | $6,132+69.0% | $4,139+150.3% |
| Admin fee / account holder | $7,802 | $9,341-16.5% | $14,586-46.5% | $7,234+7.8% |