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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 | $177,556 | $167,362+6.1% | $143,799+23.5% | $134,532+32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.67% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $175 | $5,620-96.9% | $4,952-96.5% | $4,741-96.3% |
| Participant deferral / active EE | $6,030 | $6,447-6.5% | $5,638+6.9% | $6,401-5.8% |
| Admin fee / account holder | $2,473 | $18,094-86.3% | $14,677-83.2% | $11,429-78.4% |