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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 | $120,212 | $102,429+17.4% | $147,096-18.3% | $80,925+48.5% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 10.74% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $692 | $3,716-81.4% | $4,936-86.0% | $2,756-74.9% |
| Participant deferral / active EE | $5,672 | $6,649-14.7% | $8,071-29.7% | $4,299+31.9% |
| Admin fee / account holder | $20,144 | $7,957+153.2% | $13,005+54.9% | $6,940+190.3% |