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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 | $56,603 | $132,634-57.3% | $115,768-51.1% | $137,256-58.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 4.81% | 160.70%-155.9pp | 100.46%-95.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $268 | $3,360-92.0% | $2,940-90.9% | $4,156-93.5% |
| Participant deferral / active EE | $10,985 | $5,619+95.5% | $4,917+123.4% | $6,407+71.5% |
| Admin fee / account holder | $33,298 | $15,028+121.6% | $12,439+167.7% | $12,270+171.4% |