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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 | $31,132 | $183,592-83.0% | $155,567-80.0% | $145,959-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.67% | 61.24%-55.6pp | 64.74%-59.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $519 | $5,315-90.2% | $4,674-88.9% | $4,661-88.9% |
| Participant deferral / active EE | $1,970 | $6,464-69.5% | $5,628-65.0% | $6,689-70.5% |
| Admin fee / account holder | $10,800 | $19,318-44.1% | $15,916-32.1% | $13,398-19.4% |