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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 | $68,863 | $115,814-40.5% | $101,275-32.0% | $158,982-56.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 7.02% | 56.16%-49.1pp | 46.48%-39.5pp | 302.99%-296.0pp |
| Employer contribution / active EE | $467 | $4,176-88.8% | $3,660-87.2% | $4,763-90.2% |
| Participant deferral / active EE | $2,851 | $4,958-42.5% | $4,371-34.8% | $5,983-52.4% |
| Admin fee / account holder | $1,036 | $7,249-85.7% | $5,948-82.6% | $11,252-90.8% |