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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 | $102,382-33.3% | $147,005-53.6% | $80,874-15.6% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 8.51% | 134.89%-126.4pp | 418.76%-410.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $262 | $3,715-93.0% | $4,934-94.7% | $2,756-90.5% |
| Participant deferral / active EE | $5,233 | $6,646-21.3% | $8,070-35.2% | $4,297+21.8% |
| Admin fee / account holder | $5,527 | $7,942-30.4% | $13,006-57.5% | $6,935-20.3% |