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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 | $238,758 | $102,422+133.1% | $147,117+62.3% | $80,959+194.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 11.50% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $204 | $3,717-94.5% | $4,932-95.9% | $2,757-92.6% |
| Participant deferral / active EE | $2,907 | $6,652-56.3% | $8,065-64.0% | $4,300-32.4% |
| Admin fee / account holder | $86,661 | $7,953+989.6% | $12,993+567.0% | $6,925+1151.4% |