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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 | $102,422-8.2% | $147,117-36.1% | $80,959+16.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 9.76% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $776 | $3,717-79.1% | $4,932-84.3% | $2,757-71.8% |
| Participant deferral / active EE | $9,612 | $6,652+44.5% | $8,065+19.2% | $4,300+123.5% |
| Admin fee / account holder | $749 | $7,953-90.6% | $12,993-94.2% | $6,925-89.2% |