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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 | $86,275 | $78,428+10.0% | $95,960-10.1% | $79,852+8.0% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 9.14% | 19.37%-10.2pp | 91.63%-82.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $375 | $1,945-80.7% | $2,541-85.2% | $2,471-84.8% |
| Participant deferral / active EE | $2,420 | $3,440-29.6% | $4,167-41.9% | $3,740-35.3% |
| Admin fee / account holder | $10,843 | $5,622+92.9% | $6,797+59.5% | $5,306+104.3% |