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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 | $84,139 | $111,830-24.8% | $93,696-10.2% | $145,884-42.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.21% | 204.08%-196.9pp | 133.74%-126.5pp | 551.85%-544.6pp |
| Employer contribution / active EE | $30 | $3,093-99.0% | $2,422-98.8% | $4,662-99.4% |
| Participant deferral / active EE | $3,092 | $4,920-37.2% | $4,417-30.0% | $6,690-53.8% |
| Admin fee / account holder | $1,351 | $10,249-86.8% | $8,287-83.7% | $13,392-89.9% |