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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 | $43,791 | $85,766-48.9% | $136,298-67.9% | $70,126-37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.25% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $502 | $2,966-83.1% | $4,696-89.3% | $2,343-78.6% |
| Participant deferral / active EE | $3,348 | $5,051-33.7% | $6,247-46.4% | $3,332+0.5% |
| Admin fee / account holder | $770 | $5,421-85.8% | $9,244-91.7% | $4,645-83.4% |