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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 | $26,932 | $107,363-74.9% | $92,909-71.0% | $152,897-82.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.69% | 145.63%-135.9pp | 109.44%-99.7pp | 345.43%-335.7pp |
| Employer contribution / active EE | $734 | $4,222-82.6% | $3,653-79.9% | $4,764-84.6% |
| Participant deferral / active EE | $2,823 | $4,848-41.8% | $4,238-33.4% | $5,851-51.7% |
| Admin fee / account holder | $15,692 | $7,082+121.6% | $5,795+170.8% | $11,599+35.3% |