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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 | $70,411 | $100,139-29.7% | $85,187-17.3% | $145,884-51.7% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 7.91% | 84.15%-76.2pp | 66.67%-58.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $282 | $3,238-91.3% | $2,732-89.7% | $4,662-93.9% |
| Participant deferral / active EE | $2,823 | $5,296-46.7% | $4,525-37.6% | $6,690-57.8% |
| Admin fee / account holder | $12,848 | $7,262+76.9% | $6,162+108.5% | $13,392-4.1% |