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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 | $75,537 | $89,370-15.5% | $141,197-46.5% | $72,976+3.5% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 17.65% | 111.88%-94.2pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $590 | $3,115-81.1% | $4,736-87.5% | $2,440-75.8% |
| Participant deferral / active EE | $3,550 | $5,419-34.5% | $6,710-47.1% | $3,608-1.6% |
| Admin fee / account holder | $2,282 | $5,957-61.7% | $10,265-77.8% | $5,124-55.5% |