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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 | $23,619 | $108,911-78.3% | $100,392-76.5% | $145,884-83.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.07% | 58.23%-50.2pp | 49.45%-41.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $263 | $4,420-94.0% | $3,941-93.3% | $4,662-94.4% |
| Participant deferral / active EE | $3,385 | $8,459-60.0% | $8,090-58.2% | $6,690-49.4% |
| Admin fee / account holder | $3,579 | $9,698-63.1% | $7,904-54.7% | $13,392-73.3% |