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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 | $216,334 | $142,392+51.9% | $119,622+80.8% | $134,532+60.8% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -35.84% | -12.46%-23.4pp | -14.98%-20.9pp | 418.27%-454.1pp |
| Employer contribution / active EE | $446 | $5,224-91.5% | $4,232-89.5% | $4,741-90.6% |
| Participant deferral / active EE | $6,106 | $6,467-5.6% | $5,601+9.0% | $6,401-4.6% |
| Admin fee / account holder | $12,642 | $13,593-7.0% | $10,328+22.4% | $11,429+10.6% |