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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 | $115,030 | $80,985+42.0% | $96,576+19.1% | $75,181+53.0% |
| Participation rate | 96.4% | 71.8%+24.6pp | 76.0%+20.5pp | 67.2%+29.2pp |
| Annual return | -5.46% | 27.05%-32.5pp | 25.87%-31.3pp | 160.69%-166.1pp |
| Employer contribution / active EE | $459 | $2,282-79.9% | $2,965-84.5% | $2,671-82.8% |
| Participant deferral / active EE | $2,514 | $3,929-36.0% | $4,851-48.2% | $4,126-39.1% |
| Admin fee / account holder | $4,486 | $6,719-33.2% | $8,253-45.6% | $5,650-20.6% |