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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 | $40,821 | $168,636-75.8% | $147,618-72.3% | $125,388-67.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -4.82% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,014 | $6,252-83.8% | $5,565-81.8% | $4,866-79.2% |
| Participant deferral / active EE | $7,755 | $5,507+40.8% | $4,895+58.4% | $5,352+44.9% |
| Admin fee / account holder | $727 | $13,580-94.6% | $11,612-93.7% | $9,541-92.4% |