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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 | $61,283 | $93,598-34.5% | $135,974-54.9% | $75,173-18.5% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 14.97% | 30.89%-15.9pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $513 | $3,538-85.5% | $4,859-89.4% | $2,671-80.8% |
| Participant deferral / active EE | $6,380 | $6,405-0.4% | $7,760-17.8% | $4,126+54.6% |
| Admin fee / account holder | $15,481 | $6,978+121.9% | $10,767+43.8% | $5,651+174.0% |