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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 | $51,930 | $93,589-44.5% | $135,942-61.8% | $75,181-30.9% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 10.02% | 30.90%-20.9pp | 68.28%-58.3pp | 160.69%-150.7pp |
| Employer contribution / active EE | $712 | $3,537-79.9% | $4,858-85.3% | $2,671-73.3% |
| Participant deferral / active EE | $2,877 | $6,405-55.1% | $7,759-62.9% | $4,126-30.3% |
| Admin fee / account holder | $9,642 | $6,977+38.2% | $10,764-10.4% | $5,650+70.7% |