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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 | $159,034 | $67,602+135.3% | $82,312+93.2% | $70,126+126.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+28.9pp |
| Annual return | 11.35% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $297 | $1,755-83.1% | $2,428-87.8% | $2,343-87.3% |
| Participant deferral / active EE | $5,870 | $2,987+96.5% | $3,706+58.4% | $3,332+76.2% |
| Admin fee / account holder | $2,936 | $4,512-34.9% | $5,608-47.6% | $4,645-36.8% |