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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 | $102,385-31.0% | $147,080-52.0% | $80,935-12.8% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 10.77% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $860 | $3,717-76.8% | $4,933-82.6% | $2,757-68.8% |
| Participant deferral / active EE | $3,826 | $6,651-42.5% | $8,066-52.6% | $4,299-11.0% |
| Admin fee / account holder | $7,559 | $7,951-4.9% | $12,989-41.8% | $6,924+9.2% |