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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 | $69,078 | $102,393-32.5% | $147,041-53.0% | $80,911-14.6% |
| Participation rate | 71.7% | 75.9%-4.2pp | 82.2%-10.5pp | 67.6%+4.1pp |
| Annual return | 10.82% | 134.95%-124.1pp | 419.21%-408.4pp | 35.63%-24.8pp |
| Employer contribution / active EE | $824 | $3,715-77.8% | $4,935-83.3% | $2,756-70.1% |
| Participant deferral / active EE | $7,393 | $6,647+11.2% | $8,071-8.4% | $4,297+72.0% |
| Admin fee / account holder | $6,872 | $7,943-13.5% | $13,006-47.2% | $6,935-0.9% |