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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 | $172,111-86.3% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.05% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $294 | $4,636-93.7% | $4,154-92.9% | $4,156-92.9% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $53,124 | $16,471+222.5% | $14,116+276.3% | $12,270+333.0% |