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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 | $23,503 | $185,312-87.3% | $161,489-85.4% | $154,746-84.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.05% | 103.84%-99.8pp | 89.72%-85.7pp | 172.34%-168.3pp |
| Employer contribution / active EE | $294 | $4,769-93.8% | $4,268-93.1% | $4,379-93.3% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $53,124 | $18,654+184.8% | $16,006+231.9% | $14,365+269.8% |