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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 | $91,582 | $166,089-44.9% | $164,928-44.5% | $145,978-37.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.07% | 100.26%-93.2pp | 70.08%-63.0pp | 550.52%-543.4pp |
| Employer contribution / active EE | $480 | $5,276-90.9% | $4,343-89.0% | $4,662-89.7% |
| Participant deferral / active EE | $3,440 | $6,961-50.6% | $6,034-43.0% | $6,690-48.6% |
| Admin fee / account holder | $12,868 | $16,641-22.7% | $12,684+1.4% | $13,400-4.0% |