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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 | $147,039 | $86,298+70.4% | $111,308+32.1% | $85,847+71.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 8.03% | 19.99%-12.0pp | 54.67%-46.6pp | 318.61%-310.6pp |
| Employer contribution / active EE | $49 | $2,044-97.6% | $2,732-98.2% | $2,565-98.1% |
| Participant deferral / active EE | $1,895 | $3,641-48.0% | $4,487-57.8% | $3,952-52.1% |
| Admin fee / account holder | $22,799 | $8,189+178.4% | $7,965+186.2% | $6,261+264.2% |