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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 | $78,840 | $124,346-36.6% | $111,306-29.2% | $167,553-52.9% |
| Participation rate | 79.2% | 79.6%-0.5pp | 77.3%+1.8pp | 82.1%-2.9pp |
| Annual return | 8.85% | 37.46%-28.6pp | 54.67%-45.8pp | 478.89%-470.0pp |
| Employer contribution / active EE | $595 | $3,438-82.7% | $2,732-78.2% | $4,840-87.7% |
| Participant deferral / active EE | $1,790 | $5,182-65.4% | $4,488-60.1% | $6,343-71.8% |
| Admin fee / account holder | $5,330 | $10,623-49.8% | $7,966-33.1% | $12,316-56.7% |