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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 | $88,976 | $77,920+14.2% | $149,723-40.6% | $75,177+18.4% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 13.11% | 31.72%-18.6pp | 134.50%-121.4pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,436 | $3,411+30.0% | $5,682-21.9% | $4,126+7.5% |
| Admin fee / account holder | $7,490 | $5,951+25.9% | $13,215-43.3% | $5,651+32.5% |