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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 | $161,794 | $101,763+59.0% | $164,866-1.9% | $80,874+100.1% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 9.32% | 16.73%-7.4pp | 69.97%-60.6pp | 35.62%-26.3pp |
| Employer contribution / active EE | $702 | $2,954-76.2% | $4,343-83.8% | $2,756-74.5% |
| Participant deferral / active EE | $5,554 | $4,477+24.1% | $6,033-7.9% | $4,297+29.3% |
| Admin fee / account holder | $7,808 | $8,228-5.1% | $12,689-38.5% | $6,935+12.6% |