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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 | $84,838 | $88,672-4.3% | $105,223-19.4% | $82,448+2.9% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 12.45% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $491 | $3,048-83.9% | $3,689-86.7% | $2,551-80.8% |
| Participant deferral / active EE | $3,901 | $4,036-3.3% | $5,072-23.1% | $4,139-5.8% |
| Admin fee / account holder | $26,190 | $7,146+266.5% | $8,859+195.6% | $7,234+262.0% |