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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 | $32,912 | $185,312-82.2% | $161,489-79.6% | $154,746-78.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 2.81% | 103.84%-101.0pp | 89.72%-86.9pp | 172.34%-169.5pp |
| Employer contribution / active EE | $470 | $4,769-90.2% | $4,268-89.0% | $4,379-89.3% |
| Participant deferral / active EE | $2,504 | $6,350-60.6% | $5,630-55.5% | $6,730-62.8% |
| Admin fee / account holder | $38,419 | $18,654+105.9% | $16,006+140.0% | $14,365+167.4% |