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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 | $174,379-81.1% | $152,093-78.4% | $138,895-76.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.81% | 74.86%-72.0pp | 66.36%-63.5pp | 145.39%-142.6pp |
| Employer contribution / active EE | $470 | $4,652-89.9% | $4,175-88.8% | $4,194-88.8% |
| Participant deferral / active EE | $2,504 | $6,159-59.3% | $5,451-54.1% | $6,396-60.8% |
| Admin fee / account holder | $38,419 | $16,880+127.6% | $14,497+165.0% | $12,562+205.8% |