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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 | $64,408 | $53,837+19.6% | $75,714-14.9% | $85,847-25.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.02% | 24.54%-12.5pp | 104.62%-92.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $37 | $2,017-98.2% | $2,744-98.7% | $2,565-98.6% |
| Participant deferral / active EE | $1,480 | $2,895-48.9% | $3,820-61.3% | $3,952-62.6% |
| Admin fee / account holder | $4,852 | $3,339+45.3% | $3,619+34.1% | $6,261-22.5% |