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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 | $244,332 | $89,370+173.4% | $141,197+73.0% | $72,976+234.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 3.81% | 111.88%-108.1pp | 71.41%-67.6pp | 81.02%-77.2pp |
| Employer contribution / active EE | $412 | $3,115-86.8% | $4,736-91.3% | $2,440-83.1% |
| Participant deferral / active EE | $7,292 | $5,419+34.6% | $6,710+8.7% | $3,608+102.1% |
| Admin fee / account holder | $3,575 | $5,957-40.0% | $10,265-65.2% | $5,124-30.2% |