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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 | $115,854 | $100,805+14.9% | $86,698+33.6% | $134,532-13.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -32.72% | 29.09%-61.8pp | 35.95%-68.7pp | 418.27%-451.0pp |
| Employer contribution / active EE | $680 | $3,490-80.5% | $2,837-76.0% | $4,741-85.7% |
| Participant deferral / active EE | $2,716 | $5,339-49.1% | $4,656-41.7% | $6,401-57.6% |
| Admin fee / account holder | $1,076 | $10,925-90.1% | $7,493-85.6% | $11,429-90.6% |