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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 | $54,956 | $98,766-44.4% | $149,730-63.3% | $79,852-31.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 11.13% | 27.43%-16.3pp | 276.70%-265.6pp | 31.72%-20.6pp |
| Employer contribution / active EE | $467 | $3,217-85.5% | $4,645-89.9% | $2,471-81.1% |
| Participant deferral / active EE | $6,817 | $5,681+20.0% | $6,843-0.4% | $3,740+82.3% |
| Admin fee / account holder | $3,256 | $6,052-46.2% | $9,310-65.0% | $5,306-38.6% |