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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 | $35,919 | $112,729-68.1% | $98,716-63.6% | $137,256-73.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 5.55% | 38.48%-32.9pp | 31.81%-26.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $35 | $2,725-98.7% | $2,279-98.5% | $4,156-99.2% |
| Participant deferral / active EE | $4,602 | $4,640-0.8% | $4,048+13.7% | $6,407-28.2% |
| Admin fee / account holder | $30,447 | $10,129+200.6% | $8,703+249.9% | $12,270+148.1% |