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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 | $63,373 | $72,071-12.1% | $68,368-7.3% | $137,256-53.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 11.12% | 353.14%-342.0pp | 292.57%-281.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $283 | $2,788-89.9% | $2,649-89.3% | $4,156-93.2% |
| Participant deferral / active EE | $2,827 | $4,410-35.9% | $4,123-31.4% | $6,407-55.9% |
| Admin fee / account holder | $28,536 | $5,336+434.8% | $5,150+454.1% | $12,270+132.6% |