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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 | $144,351 | $124,425+16.0% | $112,040+28.8% | $137,256+5.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 6.87% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $117 | $3,411-96.6% | $2,954-96.0% | $4,156-97.2% |
| Participant deferral / active EE | $2,341 | $5,718-59.1% | $5,098-54.1% | $6,407-63.5% |
| Admin fee / account holder | $66,456 | $15,207+337.0% | $12,098+449.3% | $12,270+441.6% |