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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 | $29,537 | $160,028-81.5% | $147,080-79.9% | $145,884-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $966 | $5,286-81.7% | $4,933-80.4% | $4,662-79.3% |
| Participant deferral / active EE | $3,727 | $8,422-55.7% | $8,066-53.8% | $6,690-44.3% |
| Admin fee / account holder | $30,033 | $15,030+99.8% | $12,989+131.2% | $13,392+124.3% |