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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 | $184,464 | $102,422+80.1% | $147,117+25.4% | $80,959+127.8% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 10.34% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $21 | $3,717-99.4% | $4,932-99.6% | $2,757-99.2% |
| Participant deferral / active EE | $8,244 | $6,652+23.9% | $8,065+2.2% | $4,300+91.7% |
| Admin fee / account holder | $4,081 | $7,953-48.7% | $12,993-68.6% | $6,925-41.1% |