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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 | $249,092 | $77,416+221.8% | $69,464+258.6% | $152,897+62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -10.78% | 39.08%-49.9pp | 28.98%-39.8pp | 345.43%-356.2pp |
| Employer contribution / active EE | $287 | $3,315-91.4% | $2,779-89.7% | $4,764-94.0% |
| Participant deferral / active EE | $1,388 | $4,413-68.5% | $3,536-60.7% | $5,851-76.3% |
| Admin fee / account holder | $958 | $6,208-84.6% | $3,840-75.1% | $11,599-91.7% |