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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 | $24,500 | $111,830-78.1% | $93,696-73.9% | $145,884-83.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.40% | 204.08%-198.7pp | 133.74%-128.3pp | 551.85%-546.4pp |
| Employer contribution / active EE | $527 | $3,093-83.0% | $2,422-78.2% | $4,662-88.7% |
| Participant deferral / active EE | $2,720 | $4,920-44.7% | $4,417-38.4% | $6,690-59.3% |
| Admin fee / account holder | $2,107 | $10,249-79.4% | $8,287-74.6% | $13,392-84.3% |