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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 | $62,662 | $93,598-33.1% | $135,974-53.9% | $75,173-16.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 13.23% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $412 | $3,538-88.4% | $4,859-91.5% | $2,671-84.6% |
| Participant deferral / active EE | $2,811 | $6,405-56.1% | $7,760-63.8% | $4,126-31.9% |
| Admin fee / account holder | $22,574 | $6,978+223.5% | $10,767+109.7% | $5,651+299.5% |