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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 | $94,067 | $78,707+19.5% | $117,861-20.2% | $70,126+34.1% |
| Participation rate | 75.8% | 73.2%+2.6pp | 79.7%-3.9pp | 69.5%+6.3pp |
| Annual return | 11.75% | 23.30%-11.5pp | 335.11%-323.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $478 | $2,223-78.5% | $3,786-87.4% | $2,343-79.6% |
| Participant deferral / active EE | $3,140 | $3,297-4.8% | $4,482-29.9% | $3,332-5.8% |
| Admin fee / account holder | $17,064 | $5,066+236.9% | $8,021+112.7% | $4,645+267.3% |