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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 | $181,115 | $137,414+31.8% | $189,537-4.4% | $85,847+111.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.56% | 38.14%-26.6pp | 555.34%-543.8pp | 318.61%-307.1pp |
| Employer contribution / active EE | $562 | $4,344-87.1% | $6,161-90.9% | $2,565-78.1% |
| Participant deferral / active EE | $5,249 | $6,260-16.1% | $8,220-36.1% | $3,952+32.8% |
| Admin fee / account holder | $43,756 | $8,630+407.0% | $12,048+263.2% | $6,261+598.9% |