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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 | $148,519 | $107,368+38.3% | $92,915+59.8% | $152,909-2.9% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 4.22% | 145.64%-141.4pp | 109.45%-105.2pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,651 | $4,848+37.2% | $4,238+56.9% | $5,851+13.7% |
| Admin fee / account holder | $750 | $7,082-89.4% | $5,796-87.1% | $11,601-93.5% |