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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 | $117,904-45.2% | $102,457-36.9% | $145,978-55.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.50% | 31.80%-24.3pp | 29.41%-21.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $685 | $3,613-81.0% | $3,022-77.3% | $4,662-85.3% |
| Participant deferral / active EE | $2,969 | $5,733-48.2% | $5,054-41.3% | $6,690-55.6% |
| Admin fee / account holder | $33,342 | $13,329+150.1% | $9,451+252.8% | $13,400+148.8% |