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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 | $30,380 | $201,259-84.9% | $184,200-83.5% | $145,959-79.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.52% | 28.98%-29.5pp | 28.80%-29.3pp | 561.95%-562.5pp |
| Employer contribution / active EE | $817 | $7,018-88.4% | $6,424-87.3% | $4,661-82.5% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,689+52.0% |
| Admin fee / account holder | $40,050 | $16,372+144.6% | $13,907+188.0% | $13,398+198.9% |