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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 | $70,004 | $111,535-37.2% | $105,223-33.5% | $137,256-49.0% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 7.98% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $207 | $3,939-94.7% | $3,689-94.4% | $4,156-95.0% |
| Participant deferral / active EE | $7,891 | $5,500+43.5% | $5,072+55.6% | $6,407+23.2% |
| Admin fee / account holder | $85,999 | $9,721+784.6% | $8,859+870.8% | $12,270+600.9% |