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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 | $111,814+26.3% | $103,374+36.6% | $145,959-3.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 7.58% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $414 | $4,214-90.2% | $3,869-89.3% | $4,661-91.1% |
| Participant deferral / active EE | $4,238 | $5,618-24.6% | $5,058-16.2% | $6,689-36.6% |
| Admin fee / account holder | $18,244 | $9,754+87.0% | $8,394+117.3% | $13,398+36.2% |