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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 | $51,219 | $89,367-42.7% | $141,191-63.7% | $72,975-29.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 13.35% | 111.87%-98.5pp | 71.41%-58.1pp | 81.01%-67.7pp |
| Employer contribution / active EE | $10 | $3,115-99.7% | $4,736-99.8% | $2,440-99.6% |
| Participant deferral / active EE | $5,942 | $5,419+9.6% | $6,710-11.5% | $3,608+64.7% |
| Admin fee / account holder | $9,549 | $5,957+60.3% | $10,264-7.0% | $5,124+86.4% |