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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 | $67,106 | $102,422-34.5% | $147,117-54.4% | $80,959-17.1% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 11.07% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $604 | $3,717-83.7% | $4,932-87.7% | $2,757-78.1% |
| Participant deferral / active EE | $5,136 | $6,652-22.8% | $8,065-36.3% | $4,300+19.4% |
| Admin fee / account holder | $26,365 | $7,953+231.5% | $12,993+102.9% | $6,925+280.7% |