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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 | $94,436+92.8% | $115,599+57.5% | $82,637+120.4% |
| Participation rate | 72.4% | 70.4%+2.0pp | 74.3%-1.9pp | 68.1%+4.4pp |
| Annual return | 8.37% | 18.37%-10.0pp | 111.10%-102.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | -$8 | $2,324-100.4% | $2,955-100.3% | $2,552-100.3% |
| Participant deferral / active EE | $3,847 | $3,955-2.7% | $4,889-21.3% | $4,126-6.8% |
| Admin fee / account holder | $20,881 | $10,328+102.2% | $12,841+62.6% | $7,339+184.5% |