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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 | $102,393+133.2% | $147,041+62.4% | $80,911+195.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 11.50% | 134.95%-123.4pp | 419.21%-407.7pp | 35.63%-24.1pp |
| Employer contribution / active EE | $204 | $3,715-94.5% | $4,935-95.9% | $2,756-92.6% |
| Participant deferral / active EE | $2,907 | $6,647-56.3% | $8,071-64.0% | $4,297-32.4% |
| Admin fee / account holder | $86,661 | $7,943+991.0% | $13,006+566.3% | $6,935+1149.7% |