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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 | $96,731-28.4% | $123,973-44.1% | $86,983-20.3% |
| Participation rate | 78.6% | 70.0%+8.6pp | 76.7%+1.9pp | 69.5%+9.0pp |
| Annual return | 7.91% | 17.33%-9.4pp | 388.13%-380.2pp | 25.83%-17.9pp |
| Employer contribution / active EE | $618 | $3,297-81.3% | $4,126-85.0% | $2,584-76.1% |
| Participant deferral / active EE | $5,935 | $4,152+42.9% | $5,247+13.1% | $4,194+41.5% |
| Admin fee / account holder | $32,880 | $8,722+277.0% | $11,799+178.7% | $7,856+318.5% |