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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 | $50,304 | $117,859-57.3% | $102,438-50.9% | $145,959-65.5% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 7.73% | 31.72%-24.0pp | 29.37%-21.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $661 | $3,615-81.7% | $3,024-78.1% | $4,661-85.8% |
| Participant deferral / active EE | $5,866 | $5,732+2.3% | $5,054+16.1% | $6,689-12.3% |
| Admin fee / account holder | $4,962 | $13,318-62.7% | $9,448-47.5% | $13,398-63.0% |