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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 | $183,539-83.0% | $155,556-80.0% | $145,897-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.67% | 61.31%-55.6pp | 64.84%-59.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $519 | $5,315-90.2% | $4,675-88.9% | $4,663-88.9% |
| Participant deferral / active EE | $1,970 | $6,467-69.5% | $5,631-65.0% | $6,689-70.5% |
| Admin fee / account holder | $10,800 | $19,275-44.0% | $15,885-32.0% | $13,390-19.3% |