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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 | $141,532 | $84,708+67.1% | $75,714+86.9% | $167,536-15.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 3.77% | 199.62%-195.8pp | 104.62%-100.8pp | 478.82%-475.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,871 | $4,577-37.3% | $3,820-24.9% | $6,342-54.7% |
| Admin fee / account holder | $370 | $5,358-93.1% | $3,619-89.8% | $12,315-97.0% |