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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 | $94,025 | $102,429-8.2% | $147,096-36.1% | $80,925+16.2% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 9.76% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $776 | $3,716-79.1% | $4,936-84.3% | $2,756-71.8% |
| Participant deferral / active EE | $9,612 | $6,649+44.6% | $8,071+19.1% | $4,299+123.6% |
| Admin fee / account holder | $749 | $7,957-90.6% | $13,005-94.2% | $6,940-89.2% |