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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 | $102,429+26.9% | $147,096-11.6% | $80,925+60.6% |
| Participation rate | 72.6% | 75.9%-3.3pp | 82.2%-9.6pp | 67.7%+4.9pp |
| Annual return | 10.95% | 135.02%-124.1pp | 419.75%-408.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $616 | $3,716-83.4% | $4,936-87.5% | $2,756-77.7% |
| Participant deferral / active EE | $9,516 | $6,649+43.1% | $8,071+17.9% | $4,299+121.4% |
| Admin fee / account holder | $10,668 | $7,957+34.1% | $13,005-18.0% | $6,940+53.7% |