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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 | $85,841 | $166,242-48.4% | $165,071-48.0% | $145,884-41.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 7.90% | 100.44%-92.5pp | 70.17%-62.3pp | 551.85%-543.9pp |
| Employer contribution / active EE | $887 | $5,283-83.2% | $4,347-79.6% | $4,662-81.0% |
| Participant deferral / active EE | $14,740 | $6,964+111.7% | $6,035+144.2% | $6,690+120.3% |
| Admin fee / account holder | $121,998 | $16,658+632.3% | $12,695+861.0% | $13,392+811.0% |