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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 | $63,510 | $99,994-36.5% | $146,643-56.7% | $85,847-26.0% |
| Participation rate | 80.5% | 73.1%+7.5pp | 80.1%+0.4pp | 69.3%+11.2pp |
| Annual return | 4.24% | 18.93%-14.7pp | 22.75%-18.5pp | 318.61%-314.4pp |
| Employer contribution / active EE | $355 | $2,559-86.1% | $4,137-91.4% | $2,565-86.2% |
| Participant deferral / active EE | $9,806 | $4,006+144.8% | $5,506+78.1% | $3,952+148.1% |
| Admin fee / account holder | $4,773 | $7,703-38.0% | $10,280-53.6% | $6,261-23.8% |