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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 | $123,509 | $201,344-38.7% | $184,243-33.0% | $145,877-15.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 6.34% | 29.01%-22.7pp | 28.82%-22.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $940 | $7,022-86.6% | $6,427-85.4% | $4,663-79.8% |
| Participant deferral / active EE | $13,468 | $9,807+37.3% | $9,132+47.5% | $6,691+101.3% |
| Admin fee / account holder | $30,025 | $16,382+83.3% | $13,914+115.8% | $13,402+124.0% |