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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 | $26,345 | $98,766-73.3% | $149,730-82.4% | $79,852-67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.09% | 27.43%-20.3pp | 276.70%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $500 | $3,217-84.5% | $4,645-89.2% | $2,471-79.8% |
| Participant deferral / active EE | $3,160 | $5,681-44.4% | $6,843-53.8% | $3,740-15.5% |
| Admin fee / account holder | $3,675 | $6,052-39.3% | $9,310-60.5% | $5,306-30.7% |