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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 | $57,167 | $102,385-44.2% | $147,080-61.1% | $80,935-29.4% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 11.45% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $647 | $3,717-82.6% | $4,933-86.9% | $2,757-76.5% |
| Participant deferral / active EE | $2,855 | $6,651-57.1% | $8,066-64.6% | $4,299-33.6% |
| Admin fee / account holder | $4,375 | $7,951-45.0% | $12,989-66.3% | $6,924-36.8% |