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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 | $72,010 | $160,040-55.0% | $147,096-51.0% | $145,877-50.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 8.46% | 98.49%-90.0pp | 419.75%-411.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $839 | $5,289-84.1% | $4,936-83.0% | $4,663-82.0% |
| Participant deferral / active EE | $5,785 | $8,429-31.4% | $8,071-28.3% | $6,691-13.5% |
| Admin fee / account holder | $24,178 | $15,050+60.7% | $13,005+85.9% | $13,402+80.4% |