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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 | $102,429-53.9% | $147,096-67.9% | $80,925-41.6% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 9.06% | 135.02%-126.0pp | 419.75%-410.7pp | 35.65%-26.6pp |
| Employer contribution / active EE | $477 | $3,716-87.2% | $4,936-90.3% | $2,756-82.7% |
| Participant deferral / active EE | $2,641 | $6,649-60.3% | $8,071-67.3% | $4,299-38.6% |
| Admin fee / account holder | $4,689 | $7,957-41.1% | $13,005-63.9% | $6,940-32.4% |