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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 | $22,382 | $117,846-81.0% | $102,434-78.2% | $145,884-84.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 4.31% | 31.90%-27.6pp | 29.46%-25.2pp | 551.85%-547.5pp |
| Employer contribution / active EE | $833 | $3,615-76.9% | $3,023-72.4% | $4,662-82.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $336 | $13,356-97.5% | $9,462-96.4% | $13,392-97.5% |