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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 | $129,968 | $102,382+26.9% | $147,005-11.6% | $80,874+60.7% |
| Participation rate | 72.6% | 75.8%-3.3pp | 82.2%-9.6pp | 67.6%+4.9pp |
| Annual return | 10.95% | 134.89%-123.9pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $616 | $3,715-83.4% | $4,934-87.5% | $2,756-77.7% |
| Participant deferral / active EE | $9,516 | $6,646+43.2% | $8,070+17.9% | $4,297+121.5% |
| Admin fee / account holder | $10,668 | $7,942+34.3% | $13,006-18.0% | $6,935+53.8% |