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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 | $33,652 | $105,856-68.2% | $90,161-62.7% | $147,586-77.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.59% | 37.63%-33.0pp | 34.89%-30.3pp | 578.59%-574.0pp |
| Employer contribution / active EE | $356 | $4,126-91.4% | $3,318-89.3% | $4,876-92.7% |
| Participant deferral / active EE | $3,555 | $5,733-38.0% | $5,287-32.8% | $5,439-34.6% |
| Admin fee / account holder | $2,669 | $8,046-66.8% | $5,943-55.1% | $10,886-75.5% |