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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 | $182,112 | $94,031+93.7% | $115,768+57.3% | $82,448+120.9% |
| Participation rate | 72.4% | 70.4%+2.0pp | 74.4%-2.0pp | 68.1%+4.3pp |
| Annual return | 8.37% | 20.61%-12.2pp | 100.46%-92.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | -$8 | $2,323-100.4% | $2,940-100.3% | $2,551-100.3% |
| Participant deferral / active EE | $3,847 | $3,972-3.1% | $4,917-21.8% | $4,139-7.1% |
| Admin fee / account holder | $20,881 | $10,249+103.7% | $12,439+67.9% | $7,234+188.6% |