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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 | $40,739 | $166,242-75.5% | $165,071-75.3% | $145,884-72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.32% | 100.44%-97.1pp | 70.17%-66.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $341 | $5,283-93.5% | $4,347-92.1% | $4,662-92.7% |
| Participant deferral / active EE | $4,080 | $6,964-41.4% | $6,035-32.4% | $6,690-39.0% |
| Admin fee / account holder | $1,954 | $16,658-88.3% | $12,695-84.6% | $13,392-85.4% |