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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 | $70,415 | $63,346+11.2% | $92,240-23.7% | $70,126+0.4% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 12.42% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $387 | $2,471-84.3% | $3,680-89.5% | $2,343-83.5% |
| Participant deferral / active EE | $2,932 | $2,854+2.8% | $3,897-24.8% | $3,332-12.0% |
| Admin fee / account holder | $10,763 | $3,841+180.2% | $5,194+107.2% | $4,645+131.7% |