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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 | $116,962 | $71,873+62.7% | $86,698+34.9% | $68,490+70.8% |
| Participation rate | 96.3% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -19.96% | 3.54%-23.5pp | 35.96%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $36 | $2,173-98.4% | $2,837-98.7% | $2,597-98.6% |
| Participant deferral / active EE | $4,066 | $3,779+7.6% | $4,656-12.7% | $4,028+0.9% |
| Admin fee / account holder | $6,764 | $6,110+10.7% | $7,492-9.7% | $5,403+25.2% |