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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 | $164,313 | $134,001+22.6% | $112,258+46.4% | $134,509+22.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.20% | 47.15%-74.4pp | 27.47%-54.7pp | 418.13%-445.3pp |
| Employer contribution / active EE | $368 | $4,039-90.9% | $3,636-89.9% | $4,741-92.2% |
| Participant deferral / active EE | $3,841 | $5,291-27.4% | $4,728-18.8% | $6,400-40.0% |
| Admin fee / account holder | $17,278 | $7,491+130.7% | $6,411+169.5% | $11,427+51.2% |