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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 | $47,230 | $102,382-53.9% | $147,005-67.9% | $80,874-41.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 9.06% | 134.89%-125.8pp | 418.76%-409.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $477 | $3,715-87.2% | $4,934-90.3% | $2,756-82.7% |
| Participant deferral / active EE | $2,641 | $6,646-60.3% | $8,070-67.3% | $4,297-38.5% |
| Admin fee / account holder | $4,689 | $7,942-41.0% | $13,006-64.0% | $6,935-32.4% |