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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 | $151,047 | $86,940+73.7% | $102,434+47.5% | $80,935+86.6% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.7pp | 67.7%+13.6pp |
| Annual return | 7.68% | 18.89%-11.2pp | 29.46%-21.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $12 | $2,370-99.5% | $3,023-99.6% | $2,757-99.6% |
| Participant deferral / active EE | $6,691 | $4,121+62.4% | $5,055+32.4% | $4,299+55.6% |
| Admin fee / account holder | $94,693 | $8,047+1076.7% | $9,462+900.8% | $6,924+1267.5% |