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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 | $64,648 | $117,895-45.2% | $102,460-36.9% | $145,897-55.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.50% | 31.92%-24.4pp | 29.47%-22.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $685 | $3,619-81.1% | $3,025-77.4% | $4,663-85.3% |
| Participant deferral / active EE | $2,969 | $5,736-48.2% | $5,056-41.3% | $6,689-55.6% |
| Admin fee / account holder | $33,342 | $13,353+149.7% | $9,460+252.5% | $13,390+149.0% |