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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 | $184,941 | $106,749+73.2% | $145,433+27.2% | $82,448+124.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.00% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $350 | $3,444-89.8% | $4,554-92.3% | $2,551-86.3% |
| Participant deferral / active EE | $11,511 | $6,519+76.6% | $7,897+45.8% | $4,139+178.1% |
| Admin fee / account holder | $46,064 | $8,390+449.0% | $13,129+250.9% | $7,234+536.7% |