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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 | $120,815 | $72,071+67.6% | $68,368+76.7% | $137,256-12.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.05% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $375 | $2,788-86.5% | $2,649-85.8% | $4,156-91.0% |
| Participant deferral / active EE | $6,719 | $4,410+52.4% | $4,123+63.0% | $6,407+4.9% |
| Admin fee / account holder | $1,364 | $5,336-74.4% | $5,150-73.5% | $12,270-88.9% |