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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 | $66,981 | $154,209-56.6% | $130,062-48.5% | $139,487-52.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 4.96% | 32.52%-27.6pp | -137.37%+142.3pp | 373.84%-368.9pp |
| Employer contribution / active EE | $672 | $5,292-87.3% | $4,322-84.5% | $4,755-85.9% |
| Participant deferral / active EE | $6,718 | $6,709+0.1% | $5,821+15.4% | $6,713+0.1% |
| Admin fee / account holder | $69,835 | $13,988+399.2% | $10,601+558.8% | $11,407+512.2% |