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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 | $90,644 | $99,053-8.5% | $88,179+2.8% | $138,895-34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.27% | 78.17%-69.9pp | 64.97%-56.7pp | 145.39%-137.1pp |
| Employer contribution / active EE | $156 | $2,882-94.6% | $2,549-93.9% | $4,194-96.3% |
| Participant deferral / active EE | $1,300 | $5,225-75.1% | $4,614-71.8% | $6,396-79.7% |
| Admin fee / account holder | $18,970 | $8,748+116.8% | $7,673+147.2% | $12,562+51.0% |