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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 | $74,297 | $89,370-16.9% | $141,197-47.4% | $72,976+1.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 17.20% | 111.88%-94.7pp | 71.41%-54.2pp | 81.02%-63.8pp |
| Employer contribution / active EE | $544 | $3,115-82.5% | $4,736-88.5% | $2,440-77.7% |
| Participant deferral / active EE | $2,994 | $5,419-44.7% | $6,710-55.4% | $3,608-17.0% |
| Admin fee / account holder | $2,145 | $5,957-64.0% | $10,265-79.1% | $5,124-58.1% |