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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 | $141,250 | $110,410+27.9% | $102,437+37.9% | $145,897-3.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 7.58% | 24.85%-17.3pp | 24.95%-17.4pp | 552.29%-544.7pp |
| Employer contribution / active EE | $414 | $4,217-90.2% | $3,871-89.3% | $4,663-91.1% |
| Participant deferral / active EE | $4,238 | $5,622-24.6% | $5,060-16.2% | $6,689-36.6% |
| Admin fee / account holder | $18,244 | $9,745+87.2% | $8,388+117.5% | $13,390+36.2% |