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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 | $84,718 | $46,534+82.1% | $64,097+32.2% | $75,177+12.7% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 8.42% | 26.07%-17.6pp | 33.75%-25.3pp | 160.75%-152.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,781 | $2,835+174.5% | $3,881+100.5% | $4,126+88.6% |
| Admin fee / account holder | $2,275 | $2,957-23.1% | $3,070-25.9% | $5,651-59.7% |