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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 | $81,157 | $64,324+26.2% | $118,914-31.8% | $79,856+1.6% |
| Participation rate | 97.2% | 64.9%+32.3pp | 75.4%+21.8pp | 69.6%+27.5pp |
| Annual return | 8.93% | 86.45%-77.5pp | 35.89%-27.0pp | 31.71%-22.8pp |
| Employer contribution / active EE | $85 | $1,836-95.4% | $3,264-97.4% | $2,471-96.5% |
| Participant deferral / active EE | $3,763 | $2,824+33.3% | $4,266-11.8% | $3,741+0.6% |
| Admin fee / account holder | $13,602 | $4,040+236.7% | $6,582+106.7% | $5,306+156.3% |