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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 | $141,167 | $72,404+95.0% | $110,243+28.1% | $64,173+120.0% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | -8.30% | -6.29%-2.0pp | 314.76%-323.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $522 | $2,282-77.1% | $3,827-86.4% | $2,381-78.1% |
| Participant deferral / active EE | $4,899 | $3,469+41.2% | $4,672+4.9% | $3,470+41.2% |
| Admin fee / account holder | $12,034 | $5,664+112.5% | $8,548+40.8% | $4,887+146.2% |