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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 | $86,461 | $101,752-15.0% | $164,928-47.6% | $80,911+6.9% |
| Participation rate | 95.9% | 71.8%+24.1pp | 78.6%+17.3pp | 67.6%+28.3pp |
| Annual return | 9.47% | 16.73%-7.3pp | 70.08%-60.6pp | 35.63%-26.2pp |
| Employer contribution / active EE | $394 | $2,953-86.7% | $4,343-90.9% | $2,756-85.7% |
| Participant deferral / active EE | $3,774 | $4,477-15.7% | $6,034-37.5% | $4,297-12.2% |
| Admin fee / account holder | $29,660 | $8,218+260.9% | $12,684+133.8% | $6,935+327.7% |