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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 | $45,214 | $172,111-73.7% | $150,298-69.9% | $137,256-67.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 6.87% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $209 | $4,636-95.5% | $4,154-95.0% | $4,156-95.0% |
| Participant deferral / active EE | $5,625 | $6,166-8.8% | $5,453+3.2% | $6,407-12.2% |
| Admin fee / account holder | $68,854 | $16,471+318.0% | $14,116+387.8% | $12,270+461.2% |