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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 | $77,328 | $211,105-63.4% | $178,449-56.7% | $145,978-47.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.40% | 30.19%-27.8pp | 27.09%-24.7pp | 550.52%-548.1pp |
| Employer contribution / active EE | $471 | $4,569-89.7% | $3,951-88.1% | $4,662-89.9% |
| Participant deferral / active EE | $1,581 | $6,959-77.3% | $6,277-74.8% | $6,690-76.4% |
| Admin fee / account holder | $242,584 | $12,017+1918.7% | $10,362+2241.1% | $13,400+1710.3% |