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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 | $39,252 | $132,634-70.4% | $115,768-66.1% | $137,256-71.4% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.4%+1.8pp | 80.0%-3.8pp |
| Annual return | 8.83% | 160.70%-151.9pp | 100.46%-91.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $252 | $3,360-92.5% | $2,940-91.4% | $4,156-93.9% |
| Participant deferral / active EE | $2,520 | $5,619-55.1% | $4,917-48.7% | $6,407-60.7% |
| Admin fee / account holder | $40,115 | $15,028+166.9% | $12,439+222.5% | $12,270+226.9% |