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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 | $215,733 | $138,076+56.2% | $123,553+74.6% | $135,380+59.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.83% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $424 | $5,152-91.8% | $4,628-90.8% | $4,779-91.1% |
| Participant deferral / active EE | $7,038 | $6,800+3.5% | $6,426+9.5% | $5,609+25.5% |
| Admin fee / account holder | $22,026 | $10,917+101.8% | $9,284+137.2% | $10,828+103.4% |