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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 | $114,500 | $78,428+46.0% | $95,960+19.3% | $79,852+43.4% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 6.36% | 19.37%-13.0pp | 91.63%-85.3pp | 31.72%-25.4pp |
| Employer contribution / active EE | $68 | $1,945-96.5% | $2,541-97.3% | $2,471-97.3% |
| Participant deferral / active EE | $2,751 | $3,440-20.0% | $4,167-34.0% | $3,740-26.4% |
| Admin fee / account holder | $882 | $5,622-84.3% | $6,797-87.0% | $5,306-83.4% |