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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 | $216,455 | $154,193+40.4% | $130,045+66.4% | $139,466+55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.34% | 32.51%-29.2pp | -137.30%+140.6pp | 373.66%-370.3pp |
| Employer contribution / active EE | $1,016 | $5,292-80.8% | $4,321-76.5% | $4,754-78.6% |
| Participant deferral / active EE | $6,389 | $6,709-4.8% | $5,820+9.8% | $6,712-4.8% |
| Admin fee / account holder | $780 | $13,989-94.4% | $10,600-92.6% | $11,409-93.2% |