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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 | $85,023 | $122,042-30.3% | $184,243-53.9% | $74,429+14.2% |
| Participation rate | 85.1% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 11.41% | 19.91%-8.5pp | 28.82%-17.4pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $972 | $4,538-78.6% | $6,427-84.9% | $2,625-63.0% |
| Participant deferral / active EE | $5,603 | $7,143-21.6% | $9,132-38.6% | $4,348+28.9% |
| Admin fee / account holder | $2,077 | $1,252+65.9% | $13,914-85.1% | $1,944+6.8% |