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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 | $111,568 | $63,346+76.1% | $92,240+21.0% | $70,126+59.1% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+2.9pp |
| Annual return | 11.26% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $307 | $2,471-87.6% | $3,680-91.7% | $2,343-86.9% |
| Participant deferral / active EE | $3,092 | $2,854+8.4% | $3,897-20.7% | $3,332-7.2% |
| Admin fee / account holder | $5,442 | $3,841+41.7% | $5,194+4.8% | $4,645+17.1% |