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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 | $24,868 | $105,145-76.3% | $94,664-73.7% | $139,466-82.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.50% | 38.09%-30.6pp | 156.84%-149.3pp | 373.66%-366.2pp |
| Employer contribution / active EE | $381 | $4,107-90.7% | $3,673-89.6% | $4,754-92.0% |
| Participant deferral / active EE | $16,920 | $7,599+122.7% | $7,417+128.1% | $6,712+152.1% |
| Admin fee / account holder | $64,069 | $8,972+614.1% | $7,222+787.2% | $11,409+461.6% |