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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 | $100,635 | $80,992+24.3% | $96,534+4.2% | $75,173+33.9% |
| Participation rate | 78.3% | 71.8%+6.5pp | 76.0%+2.3pp | 67.2%+11.1pp |
| Annual return | 11.00% | 27.05%-16.1pp | 25.88%-14.9pp | 160.72%-149.7pp |
| Employer contribution / active EE | $624 | $2,283-72.7% | $2,965-78.9% | $2,671-76.6% |
| Participant deferral / active EE | $5,553 | $3,929+41.3% | $4,851+14.5% | $4,126+34.6% |
| Admin fee / account holder | $5,158 | $6,717-23.2% | $8,253-37.5% | $5,651-8.7% |