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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 | $21,297 | $110,410-80.7% | $102,437-79.2% | $145,897-85.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.07% | 24.85%-19.8pp | 24.95%-19.9pp | 552.29%-547.2pp |
| Employer contribution / active EE | $35 | $4,217-99.2% | $3,871-99.1% | $4,663-99.2% |
| Participant deferral / active EE | $1,817 | $5,622-67.7% | $5,060-64.1% | $6,689-72.8% |
| Admin fee / account holder | $1,035 | $9,745-89.4% | $8,388-87.7% | $13,390-92.3% |