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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 | $132,099-70.3% | $115,599-66.0% | $138,895-71.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.3%+1.9pp | 79.9%-3.7pp |
| Annual return | 8.83% | 176.76%-167.9pp | 111.10%-102.3pp | 145.39%-136.6pp |
| Employer contribution / active EE | $252 | $3,416-92.6% | $2,955-91.5% | $4,194-94.0% |
| Participant deferral / active EE | $2,520 | $5,617-55.1% | $4,889-48.5% | $6,396-60.6% |
| Admin fee / account holder | $40,115 | $15,650+156.3% | $12,841+212.4% | $12,562+219.3% |