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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 | $31,302 | $199,109-84.3% | $173,730-82.0% | $154,746-79.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.58% | 20.02%-14.4pp | 19.96%-14.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $17 | $5,311-99.7% | $4,577-99.6% | $4,379-99.6% |
| Participant deferral / active EE | $3,383 | $7,113-52.4% | $6,326-46.5% | $6,730-49.7% |
| Admin fee / account holder | $39,951 | $20,916+91.0% | $17,523+128.0% | $14,365+178.1% |