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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 | $63,352 | $117,895-46.3% | $102,460-38.2% | $145,897-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.36% | 31.92%-27.6pp | 29.47%-25.1pp | 552.29%-547.9pp |
| Employer contribution / active EE | $391 | $3,619-89.2% | $3,025-87.1% | $4,663-91.6% |
| Participant deferral / active EE | $2,837 | $5,736-50.5% | $5,056-43.9% | $6,689-57.6% |
| Admin fee / account holder | $76,379 | $13,353+472.0% | $9,460+707.4% | $13,390+470.4% |