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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 | $102,285 | $162,821-37.2% | $133,978-23.7% | $158,982-35.7% |
| Participation rate | 90.5% | 83.2%+7.2pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | -0.18% | 41.95%-42.1pp | 45.10%-45.3pp | 302.99%-303.2pp |
| Employer contribution / active EE | $546 | $4,976-89.0% | $3,919-86.1% | $4,763-88.5% |
| Participant deferral / active EE | $3,753 | $5,910-36.5% | $5,047-25.6% | $5,983-37.3% |
| Admin fee / account holder | $20,061 | $11,742+70.8% | $8,930+124.6% | $11,252+78.3% |