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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 | $8,510 | $111,535-92.4% | $105,223-91.9% | $137,256-93.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 11.13% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $558 | $3,939-85.8% | $3,689-84.9% | $4,156-86.6% |
| Participant deferral / active EE | $2,322 | $5,500-57.8% | $5,072-54.2% | $6,407-63.8% |
| Admin fee / account holder | $4,241 | $9,721-56.4% | $8,859-52.1% | $12,270-65.4% |