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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 | $215,442 | $162,821+32.3% | $133,978+60.8% | $158,982+35.5% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | -3.67% | 41.95%-45.6pp | 45.10%-48.8pp | 302.99%-306.7pp |
| Employer contribution / active EE | $896 | $4,976-82.0% | $3,919-77.1% | $4,763-81.2% |
| Participant deferral / active EE | $2,340 | $5,910-60.4% | $5,047-53.6% | $5,983-60.9% |
| Admin fee / account holder | $27,095 | $11,742+130.8% | $8,930+203.4% | $11,252+140.8% |