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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 | $67,362 | $93,589-28.0% | $135,942-50.4% | $75,181-10.4% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 11.88% | 30.90%-19.0pp | 68.28%-56.4pp | 160.69%-148.8pp |
| Employer contribution / active EE | $518 | $3,537-85.3% | $4,858-89.3% | $2,671-80.6% |
| Participant deferral / active EE | $4,807 | $6,405-24.9% | $7,759-38.0% | $4,126+16.5% |
| Admin fee / account holder | $20,673 | $6,977+196.3% | $10,764+92.1% | $5,650+265.9% |