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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 | $183,627-83.0% | $155,602-80.0% | $145,978-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.67% | 61.32%-55.6pp | 64.81%-59.1pp | 550.52%-544.8pp |
| Employer contribution / active EE | $519 | $5,316-90.2% | $4,675-88.9% | $4,662-88.9% |
| Participant deferral / active EE | $1,970 | $6,466-69.5% | $5,629-65.0% | $6,690-70.6% |
| Admin fee / account holder | $10,800 | $19,327-44.1% | $15,923-32.2% | $13,400-19.4% |