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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 | $117,952 | $178,174-33.8% | $156,181-24.5% | $137,256-14.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 7.78% | 84.19%-76.4pp | 64.87%-57.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $243 | $4,972-95.1% | $4,294-94.3% | $4,156-94.2% |
| Participant deferral / active EE | $2,429 | $6,888-64.7% | $6,132-60.4% | $6,407-62.1% |
| Admin fee / account holder | $27,584 | $17,404+58.5% | $14,586+89.1% | $12,270+124.8% |