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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 | $103,914 | $81,208+28.0% | $98,920+5.0% | $79,852+30.1% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.0pp | 69.6%+27.4pp |
| Annual return | 8.85% | 60.99%-52.1pp | 196.47%-187.6pp | 31.72%-22.9pp |
| Employer contribution / active EE | $330 | $1,960-83.2% | $2,689-87.7% | $2,471-86.6% |
| Participant deferral / active EE | $6,113 | $3,265+87.2% | $4,245+44.0% | $3,740+63.4% |
| Admin fee / account holder | $10,637 | $6,013+76.9% | $6,643+60.1% | $5,306+100.5% |