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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 | $80,464 | $98,776-18.5% | $149,745-46.3% | $79,856+0.8% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 11.27% | 27.38%-16.1pp | 276.72%-265.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $340 | $3,217-89.4% | $4,646-92.7% | $2,471-86.2% |
| Participant deferral / active EE | $3,433 | $5,681-39.6% | $6,843-49.8% | $3,741-8.2% |
| Admin fee / account holder | $26,229 | $6,053+333.3% | $9,312+181.7% | $5,306+394.3% |