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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 | $100,466 | $98,240+2.3% | $82,312+22.1% | $147,586-31.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 8.54% | 30.85%-22.3pp | 25.88%-17.3pp | 578.59%-570.1pp |
| Employer contribution / active EE | $420 | $3,192-86.8% | $2,428-82.7% | $4,876-91.4% |
| Participant deferral / active EE | $3,050 | $4,383-30.4% | $3,706-17.7% | $5,439-43.9% |
| Admin fee / account holder | $42,797 | $8,563+399.8% | $5,608+663.2% | $10,886+293.1% |