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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 | $242,043 | $98,776+145.0% | $149,745+61.6% | $79,856+203.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.05% | 27.38%-24.3pp | 276.72%-273.7pp | 31.71%-28.7pp |
| Employer contribution / active EE | $473 | $3,217-85.3% | $4,646-89.8% | $2,471-80.9% |
| Participant deferral / active EE | $7,233 | $5,681+27.3% | $6,843+5.7% | $3,741+93.4% |
| Admin fee / account holder | $23,847 | $6,053+294.0% | $9,312+156.1% | $5,306+349.4% |