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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 | $21,163 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.88% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $584 | $4,804-87.8% | $4,554-87.2% | $4,156-85.9% |
| Participant deferral / active EE | $2,588 | $8,216-68.5% | $7,897-67.2% | $6,407-59.6% |
| Admin fee / account holder | $23,778 | $14,344+65.8% | $13,129+81.1% | $12,270+93.8% |