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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 | $114,972 | $67,894+69.3% | $89,340+28.7% | $82,448+39.4% |
| Participation rate | 80.3% | 64.0%+16.2pp | 69.6%+10.7pp | 68.1%+12.2pp |
| Annual return | 8.61% | 19.21%-10.6pp | 20.57%-12.0pp | 41.64%-33.0pp |
| Employer contribution / active EE | $266 | $1,828-85.5% | $2,231-88.1% | $2,551-89.6% |
| Participant deferral / active EE | $5,954 | $3,072+93.8% | $3,823+55.8% | $4,139+43.8% |
| Admin fee / account holder | $17,967 | $5,723+213.9% | $6,704+168.0% | $7,234+148.4% |