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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 | $161,685 | $134,001+20.7% | $112,258+44.0% | $134,509+20.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.71% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.8pp |
| Employer contribution / active EE | $600 | $4,039-85.1% | $3,636-83.5% | $4,741-87.3% |
| Participant deferral / active EE | $14,100 | $5,291+166.5% | $4,728+198.2% | $6,400+120.3% |
| Admin fee / account holder | $2,017 | $7,491-73.1% | $6,411-68.5% | $11,427-82.3% |