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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 | $70,597 | $102,393-31.1% | $147,041-52.0% | $80,911-12.7% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 10.77% | 134.95%-124.2pp | 419.21%-408.4pp | 35.63%-24.9pp |
| Employer contribution / active EE | $860 | $3,715-76.8% | $4,935-82.6% | $2,756-68.8% |
| Participant deferral / active EE | $3,826 | $6,647-42.4% | $8,071-52.6% | $4,297-11.0% |
| Admin fee / account holder | $7,559 | $7,943-4.8% | $13,006-41.9% | $6,935+9.0% |