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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 | $178,174-82.4% | $156,181-80.0% | $137,256-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.58% | 84.19%-78.6pp | 64.87%-59.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $17 | $4,972-99.7% | $4,294-99.6% | $4,156-99.6% |
| Participant deferral / active EE | $3,383 | $6,888-50.9% | $6,132-44.8% | $6,407-47.2% |
| Admin fee / account holder | $39,951 | $17,404+129.5% | $14,586+173.9% | $12,270+225.6% |