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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 | $201,259-38.6% | $184,200-32.9% | $145,959-15.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 6.34% | 28.98%-22.6pp | 28.80%-22.5pp | 561.95%-555.6pp |
| Employer contribution / active EE | $940 | $7,018-86.6% | $6,424-85.4% | $4,661-79.8% |
| Participant deferral / active EE | $13,468 | $9,806+37.3% | $9,132+47.5% | $6,689+101.4% |
| Admin fee / account holder | $30,025 | $16,372+83.4% | $13,907+115.9% | $13,398+124.1% |