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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 | $109,280 | $98,776+10.6% | $149,745-27.0% | $79,856+36.8% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 11.61% | 27.38%-15.8pp | 276.72%-265.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $436 | $3,217-86.5% | $4,646-90.6% | $2,471-82.4% |
| Participant deferral / active EE | $3,855 | $5,681-32.2% | $6,843-43.7% | $3,741+3.0% |
| Admin fee / account holder | $19,824 | $6,053+227.5% | $9,312+112.9% | $5,306+273.6% |