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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 | $41,431 | $102,385-59.5% | $147,080-71.8% | $80,935-48.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.71% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $351 | $3,717-90.6% | $4,933-92.9% | $2,757-87.3% |
| Participant deferral / active EE | $14,470 | $6,651+117.6% | $8,066+79.4% | $4,299+236.5% |
| Admin fee / account holder | $5,443 | $7,951-31.5% | $12,989-58.1% | $6,924-21.4% |