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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 | $69,284 | $89,259-22.4% | $107,187-35.4% | $82,637-16.2% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.6pp | 68.1%+10.5pp |
| Annual return | 7.91% | 21.02%-13.1pp | 204.55%-196.6pp | 53.51%-45.6pp |
| Employer contribution / active EE | $618 | $3,080-79.9% | $3,782-83.7% | $2,552-75.8% |
| Participant deferral / active EE | $5,935 | $4,037+47.0% | $5,096+16.5% | $4,126+43.8% |
| Admin fee / account holder | $32,880 | $7,381+345.4% | $9,162+258.9% | $7,339+348.0% |