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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 | $222,306 | $132,099+68.3% | $115,599+92.3% | $138,895+60.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 8.70% | 176.76%-168.1pp | 111.10%-102.4pp | 145.39%-136.7pp |
| Employer contribution / active EE | $585 | $3,416-82.9% | $2,955-80.2% | $4,194-86.0% |
| Participant deferral / active EE | $3,272 | $5,617-41.7% | $4,889-33.1% | $6,396-48.8% |
| Admin fee / account holder | $94,982 | $15,650+506.9% | $12,841+639.7% | $12,562+656.1% |