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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 | $228,982 | $160,028+43.1% | $147,080+55.7% | $145,884+57.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 8.15% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $986 | $5,286-81.3% | $4,933-80.0% | $4,662-78.8% |
| Participant deferral / active EE | $3,946 | $8,422-53.1% | $8,066-51.1% | $6,690-41.0% |
| Admin fee / account holder | $6,717 | $15,030-55.3% | $12,989-48.3% | $13,392-49.8% |