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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 | $195,372 | $89,367+118.6% | $141,191+38.4% | $72,975+167.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.21% | 111.87%-93.7pp | 71.41%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $267 | $3,115-91.4% | $4,736-94.4% | $2,440-89.1% |
| Participant deferral / active EE | $5,315 | $5,419-1.9% | $6,710-20.8% | $3,608+47.3% |
| Admin fee / account holder | $35,607 | $5,957+497.8% | $10,264+246.9% | $5,124+594.9% |