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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 | $63,666 | $85,766-25.8% | $136,298-53.3% | $70,126-9.2% |
| Participation rate | 89.1% | 74.2%+15.0pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 10.05% | 31.46%-21.4pp | 5156.27%-5146.2pp | 73.15%-63.1pp |
| Employer contribution / active EE | $200 | $2,966-93.2% | $4,696-95.7% | $2,343-91.4% |
| Participant deferral / active EE | $2,459 | $5,051-51.3% | $6,247-60.6% | $3,332-26.2% |
| Admin fee / account holder | $1,176 | $5,421-78.3% | $9,244-87.3% | $4,645-74.7% |