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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 | $92,512 | $101,763-9.1% | $164,866-43.9% | $80,874+14.4% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 9.53% | 16.73%-7.2pp | 69.97%-60.4pp | 35.62%-26.1pp |
| Employer contribution / active EE | $153 | $2,954-94.8% | $4,343-96.5% | $2,756-94.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,504 | $8,228-81.7% | $12,689-88.1% | $6,935-78.3% |