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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 | $57,496 | $152,612-62.3% | $125,192-54.1% | $152,897-62.4% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 9.58% | 54.85%-45.3pp | 43.79%-34.2pp | 345.43%-335.8pp |
| Employer contribution / active EE | $779 | $4,947-84.3% | $3,866-79.8% | $4,764-83.6% |
| Participant deferral / active EE | $5,454 | $5,868-7.1% | $4,937+10.5% | $5,851-6.8% |
| Admin fee / account holder | $88,168 | $13,437+556.2% | $9,704+808.6% | $11,599+660.1% |