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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 | $30,359 | $217,432-86.0% | $185,849-83.7% | $167,536-81.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.44% | 148.42%-140.0pp | 122.10%-113.7pp | 478.82%-470.4pp |
| Employer contribution / active EE | $994 | $5,875-83.1% | $5,169-80.8% | $4,839-79.5% |
| Participant deferral / active EE | $3,044 | $6,357-52.1% | $5,569-45.3% | $6,342-52.0% |
| Admin fee / account holder | $1,397 | $19,818-93.0% | $16,244-91.4% | $12,315-88.7% |