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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 | $36,518 | $115,796-68.5% | $101,264-63.9% | $158,950-77.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.26% | 56.15%-55.9pp | 46.48%-46.2pp | 302.91%-302.7pp |
| Employer contribution / active EE | $580 | $4,175-86.1% | $3,660-84.2% | $4,762-87.8% |
| Participant deferral / active EE | $2,900 | $4,958-41.5% | $4,370-33.6% | $5,983-51.5% |
| Admin fee / account holder | $50,000 | $7,247+589.9% | $5,947+740.8% | $11,248+344.5% |