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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 | $102,496 | $275,752-62.8% | $256,809-60.1% | $198,609-48.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 0.16% | 34.81%-34.7pp | 32.73%-32.6pp | 202.70%-202.5pp |
| Employer contribution / active EE | $1,500 | $7,721-80.6% | $7,263-79.3% | $5,055-70.3% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $4,426 | $25,716-82.8% | $25,146-82.4% | $19,030-76.7% |