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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 | $100,846 | $111,535-9.6% | $105,223-4.2% | $137,256-26.5% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 10.98% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $345 | $3,939-91.2% | $3,689-90.6% | $4,156-91.7% |
| Participant deferral / active EE | $3,803 | $5,500-30.8% | $5,072-25.0% | $6,407-40.6% |
| Admin fee / account holder | $35,808 | $9,721+268.3% | $8,859+304.2% | $12,270+191.8% |