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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 | $145,944 | $172,111-15.2% | $150,298-2.9% | $137,256+6.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.44% | 69.37%-58.9pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $171 | $4,636-96.3% | $4,154-95.9% | $4,156-95.9% |
| Participant deferral / active EE | $7,059 | $6,166+14.5% | $5,453+29.5% | $6,407+10.2% |
| Admin fee / account holder | $98,209 | $16,471+496.3% | $14,116+595.7% | $12,270+700.4% |