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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 | $183,327 | $146,267+25.3% | $197,124-7.0% | $82,448+122.4% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 10.72% | 29.61%-18.9pp | 44.34%-33.6pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,032 | $4,723-78.1% | $6,227-83.4% | $2,551-59.5% |
| Participant deferral / active EE | $6,121 | $7,035-13.0% | $9,135-33.0% | $4,139+47.9% |
| Admin fee / account holder | $30,560 | $14,422+111.9% | $16,298+87.5% | $7,234+322.4% |