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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 | $100,050 | $105,198-4.9% | $159,455-37.3% | $85,856+16.5% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 7.95% | 45.08%-37.1pp | 263.63%-255.7pp | 318.58%-310.6pp |
| Employer contribution / active EE | $412 | $3,319-87.6% | $4,830-91.5% | $2,565-83.9% |
| Participant deferral / active EE | $2,739 | $5,946-53.9% | $7,353-62.7% | $3,952-30.7% |
| Admin fee / account holder | $3,223 | $6,934-53.5% | $10,800-70.2% | $6,261-48.5% |