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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 | $73,424 | $111,535-34.2% | $105,223-30.2% | $137,256-46.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 8.01% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $782 | $3,939-80.1% | $3,689-78.8% | $4,156-81.2% |
| Participant deferral / active EE | $2,030 | $5,500-63.1% | $5,072-60.0% | $6,407-68.3% |
| Admin fee / account holder | $33,293 | $9,721+242.5% | $8,859+275.8% | $12,270+171.3% |