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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 | $102,422+22.3% | $147,117-14.9% | $80,959+54.7% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 8.09% | 135.16%-127.1pp | 420.54%-412.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $262 | $3,717-92.9% | $4,932-94.7% | $2,757-90.5% |
| Participant deferral / active EE | $4,390 | $6,652-34.0% | $8,065-45.6% | $4,300+2.1% |
| Admin fee / account holder | $27,633 | $7,953+247.4% | $12,993+112.7% | $6,925+299.0% |