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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 | $70,965 | $85,766-17.3% | $136,298-47.9% | $70,126+1.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 11.87% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $438 | $2,966-85.2% | $4,696-90.7% | $2,343-81.3% |
| Participant deferral / active EE | $2,953 | $5,051-41.5% | $6,247-52.7% | $3,332-11.4% |
| Admin fee / account holder | $562 | $5,421-89.6% | $9,244-93.9% | $4,645-87.9% |