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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 | $152,588 | $110,212+38.4% | $96,534+58.1% | $139,466+9.4% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 9.40% | 26.42%-17.0pp | 25.88%-16.5pp | 373.66%-364.3pp |
| Employer contribution / active EE | $641 | $3,620-82.3% | $2,965-78.4% | $4,754-86.5% |
| Participant deferral / active EE | $6,407 | $5,547+15.5% | $4,851+32.1% | $6,712-4.5% |
| Admin fee / account holder | $65,100 | $11,599+461.3% | $8,253+688.8% | $11,409+470.6% |