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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 | $46,408 | $160,028-71.0% | $147,080-68.4% | $145,884-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.32% | 98.60%-94.3pp | 420.17%-415.8pp | 551.85%-547.5pp |
| Employer contribution / active EE | $77 | $5,286-98.5% | $4,933-98.4% | $4,662-98.3% |
| Participant deferral / active EE | $5,737 | $8,422-31.9% | $8,066-28.9% | $6,690-14.2% |
| Admin fee / account holder | $27,238 | $15,030+81.2% | $12,989+109.7% | $13,392+103.4% |