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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 | $35,451 | $117,895-69.9% | $102,460-65.4% | $145,897-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.98% | 31.92%-23.9pp | 29.47%-21.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $234 | $3,619-93.5% | $3,025-92.3% | $4,663-95.0% |
| Participant deferral / active EE | $5,243 | $5,736-8.6% | $5,056+3.7% | $6,689-21.6% |
| Admin fee / account holder | $10,430 | $13,353-21.9% | $9,460+10.3% | $13,390-22.1% |