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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 | $68,266 | $102,422-33.3% | $147,117-53.6% | $80,959-15.7% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 8.51% | 135.16%-126.6pp | 420.54%-412.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $262 | $3,717-93.0% | $4,932-94.7% | $2,757-90.5% |
| Participant deferral / active EE | $5,233 | $6,652-21.3% | $8,065-35.1% | $4,300+21.7% |
| Admin fee / account holder | $5,527 | $7,953-30.5% | $12,993-57.5% | $6,925-20.2% |