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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 | $125,232 | $102,429+22.3% | $147,096-14.9% | $80,925+54.8% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 8.09% | 135.02%-126.9pp | 419.75%-411.7pp | 35.65%-27.6pp |
| Employer contribution / active EE | $262 | $3,716-92.9% | $4,936-94.7% | $2,756-90.5% |
| Participant deferral / active EE | $4,390 | $6,649-34.0% | $8,071-45.6% | $4,299+2.1% |
| Admin fee / account holder | $27,633 | $7,957+247.3% | $13,005+112.5% | $6,940+298.2% |