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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 | $214,695 | $167,533+28.2% | $151,645+41.6% | $134,545+59.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -25.50% | 7.81%-33.3pp | 3.34%-28.8pp | 418.37%-443.9pp |
| Employer contribution / active EE | $1,113 | $6,828-83.7% | $6,165-81.9% | $4,742-76.5% |
| Participant deferral / active EE | $8,492 | $8,985-5.5% | $8,363+1.5% | $6,401+32.7% |
| Admin fee / account holder | $5,089 | $13,781-63.1% | $11,614-56.2% | $11,431-55.5% |