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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 | $22,366 | $157,296-85.8% | $141,191-84.2% | $152,897-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.30% | 64.34%-55.0pp | 71.41%-62.1pp | 345.43%-336.1pp |
| Employer contribution / active EE | $446 | $5,262-91.5% | $4,736-90.6% | $4,764-90.6% |
| Participant deferral / active EE | $3,560 | $7,111-49.9% | $6,710-46.9% | $5,851-39.2% |
| Admin fee / account holder | $571 | $12,125-95.3% | $10,264-94.4% | $11,599-95.1% |