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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 | $40,741 | $110,379-63.1% | $102,412-60.2% | $145,884-72.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.38% | 24.84%-24.5pp | 24.94%-24.6pp | 551.85%-551.5pp |
| Employer contribution / active EE | $518 | $4,216-87.7% | $3,870-86.6% | $4,662-88.9% |
| Participant deferral / active EE | $2,933 | $5,622-47.8% | $5,060-42.0% | $6,690-56.2% |
| Admin fee / account holder | $12,369 | $9,745+26.9% | $8,388+47.5% | $13,392-7.6% |