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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 | $91,546 | $72,177+26.8% | $115,038-20.4% | $59,633+53.5% |
| Participation rate | 75.9% | 72.6%+3.3pp | 81.4%-5.5pp | 68.7%+7.2pp |
| Annual return | -3.56% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $396 | $2,841-86.1% | $4,608-91.4% | $2,203-82.0% |
| Participant deferral / active EE | $5,754 | $4,783+20.3% | $6,026-4.5% | $3,192+80.3% |
| Admin fee / account holder | $469 | $4,927-90.5% | $8,175-94.3% | $4,297-89.1% |