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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 | $201,370-84.9% | $184,256-83.5% | $145,897-79.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.52% | 29.05%-29.6pp | 28.85%-29.4pp | 552.29%-552.8pp |
| Employer contribution / active EE | $817 | $7,024-88.4% | $6,427-87.3% | $4,663-82.5% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $40,050 | $16,364+144.7% | $13,899+188.1% | $13,390+199.1% |