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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 | $62,552 | $102,429-38.9% | $147,096-57.5% | $80,925-22.7% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 8.11% | 135.02%-126.9pp | 419.75%-411.6pp | 35.65%-27.5pp |
| Employer contribution / active EE | $447 | $3,716-88.0% | $4,936-90.9% | $2,756-83.8% |
| Participant deferral / active EE | $3,319 | $6,649-50.1% | $8,071-58.9% | $4,299-22.8% |
| Admin fee / account holder | $12,136 | $7,957+52.5% | $13,005-6.7% | $6,940+74.9% |