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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 | $29,187 | $201,264-85.5% | $184,185-84.2% | $145,978-80.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.37% | 29.00%-21.6pp | 28.81%-21.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $504 | $7,021-92.8% | $6,426-92.2% | $4,662-89.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,996 | $16,376-32.9% | $13,909-20.9% | $13,400-17.9% |