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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 | $113,840 | $91,559+24.3% | $133,971-15.0% | $79,852+42.6% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.6pp |
| Annual return | -3.19% | 61.85%-65.0pp | 45.09%-48.3pp | 31.72%-34.9pp |
| Employer contribution / active EE | $512 | $2,384-78.5% | $3,919-86.9% | $2,471-79.3% |
| Participant deferral / active EE | $4,858 | $3,734+30.1% | $5,047-3.8% | $3,740+29.9% |
| Admin fee / account holder | $8,597 | $6,321+36.0% | $8,929-3.7% | $5,306+62.0% |