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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 | $220,112 | $127,387+72.8% | $115,038+91.3% | $125,389+75.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -4.14% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $585 | $5,166-88.7% | $4,608-87.3% | $4,866-88.0% |
| Participant deferral / active EE | $4,692 | $6,423-26.9% | $6,026-22.1% | $5,352-12.3% |
| Admin fee / account holder | $11,169 | $9,516+17.4% | $8,175+36.6% | $9,541+17.1% |