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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 | $48,686 | $91,559-46.8% | $133,971-63.7% | $79,852-39.0% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 8.68% | 61.85%-53.2pp | 45.09%-36.4pp | 31.72%-23.0pp |
| Employer contribution / active EE | $352 | $2,384-85.3% | $3,919-91.0% | $2,471-85.8% |
| Participant deferral / active EE | $3,916 | $3,734+4.9% | $5,047-22.4% | $3,740+4.7% |
| Admin fee / account holder | $13,762 | $6,321+117.7% | $8,929+54.1% | $5,306+159.4% |