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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 | $69,884 | $81,208-13.9% | $98,920-29.4% | $79,852-12.5% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.6pp |
| Annual return | 7.10% | 60.99%-53.9pp | 196.47%-189.4pp | 31.72%-24.6pp |
| Employer contribution / active EE | $279 | $1,960-85.8% | $2,689-89.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,771 | $3,265-45.8% | $4,245-58.3% | $3,740-52.7% |
| Admin fee / account holder | $21,114 | $6,013+251.1% | $6,643+217.8% | $5,306+297.9% |