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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 | $128,664 | $137,414-6.4% | $189,537-32.1% | $85,847+49.9% |
| Participation rate | 73.1% | 84.6%-11.5pp | 87.8%-14.7pp | 69.3%+3.8pp |
| Annual return | 7.08% | 38.14%-31.1pp | 555.34%-548.3pp | 318.61%-311.5pp |
| Employer contribution / active EE | $686 | $4,344-84.2% | $6,161-88.9% | $2,565-73.3% |
| Participant deferral / active EE | $4,333 | $6,260-30.8% | $8,220-47.3% | $3,952+9.6% |
| Admin fee / account holder | $2,041 | $8,630-76.3% | $12,048-83.1% | $6,261-67.4% |