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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 | $48,609 | $91,760-47.0% | $156,181-68.9% | $67,986-28.5% |
| Participation rate | 72.6% | 65.0%+7.6pp | 78.8%-6.2pp | 57.2%+15.4pp |
| Annual return | 11.83% | 18.14%-6.3pp | 64.87%-53.0pp | 31.67%-19.8pp |
| Employer contribution / active EE | $576 | $2,419-76.2% | $4,294-86.6% | $2,019-71.5% |
| Participant deferral / active EE | $2,544 | $3,960-35.7% | $6,132-58.5% | $3,358-24.2% |
| Admin fee / account holder | $6,231 | $3,949+57.8% | $14,586-57.3% | $3,203+94.5% |