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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 | $74,945 | $130,294-42.5% | $170,043-55.9% | $71,511+4.8% |
| Participation rate | 79.2% | 86.2%-6.9pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 14.31% | 20.36%-6.1pp | 53.40%-39.1pp | 28.86%-14.5pp |
| Employer contribution / active EE | $751 | $4,385-82.9% | $6,790-88.9% | $2,589-71.0% |
| Participant deferral / active EE | $4,562 | $6,928-34.2% | $10,410-56.2% | $4,291+6.3% |
| Admin fee / account holder | $3,530 | $966+265.4% | $12,824-72.5% | $1,588+122.3% |