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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 | $131,200 | $117,846+11.3% | $102,434+28.1% | $145,884-10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.31% | 31.90%-25.6pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $494 | $3,615-86.3% | $3,023-83.7% | $4,662-89.4% |
| Participant deferral / active EE | $2,024 | $5,733-64.7% | $5,055-60.0% | $6,690-69.7% |
| Admin fee / account holder | $21,361 | $13,356+59.9% | $9,462+125.8% | $13,392+59.5% |