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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 | $89,575 | $106,749-16.1% | $145,433-38.4% | $82,448+8.6% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 8.26% | 27.59%-19.3pp | 66.58%-58.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $450 | $3,444-86.9% | $4,554-90.1% | $2,551-82.4% |
| Participant deferral / active EE | $3,426 | $6,519-47.4% | $7,897-56.6% | $4,139-17.2% |
| Admin fee / account holder | $31,690 | $8,390+277.7% | $13,129+141.4% | $7,234+338.0% |