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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 | $47,405 | $93,598-49.4% | $135,974-65.1% | $75,173-36.9% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 8.47% | 30.89%-22.4pp | 68.30%-59.8pp | 160.72%-152.3pp |
| Employer contribution / active EE | $494 | $3,538-86.0% | $4,859-89.8% | $2,671-81.5% |
| Participant deferral / active EE | $9,373 | $6,405+46.3% | $7,760+20.8% | $4,126+127.2% |
| Admin fee / account holder | $91,193 | $6,978+1206.9% | $10,767+747.0% | $5,651+1513.9% |