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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 | $30,783 | $88,754-65.3% | $81,820-62.4% | $145,877-78.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 1.93% | 1031.77%-1029.8pp | 777.93%-776.0pp | 551.28%-549.4pp |
| Employer contribution / active EE | $249 | $3,085-91.9% | $2,915-91.5% | $4,663-94.7% |
| Participant deferral / active EE | $3,944 | $4,648-15.1% | $4,323-8.8% | $6,691-41.1% |
| Admin fee / account holder | $50,539 | $8,424+500.0% | $7,391+583.8% | $13,402+277.1% |