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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 | $193,197 | $105,284+83.5% | $150,734+28.2% | $94,015+105.5% |
| Participation rate | 81.5% | 71.7%+9.7pp | 78.4%+3.0pp | 70.8%+10.7pp |
| Annual return | 2.65% | 15.67%-13.0pp | 600.81%-598.2pp | 17.84%-15.2pp |
| Employer contribution / active EE | $379 | $3,599-89.5% | $4,918-92.3% | $2,790-86.4% |
| Participant deferral / active EE | $6,090 | $4,274+42.5% | $5,610+8.6% | $4,249+43.3% |
| Admin fee / account holder | $3,165 | $9,839-67.8% | $14,905-78.8% | $8,951-64.6% |