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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 | $13,144 | $108,897-87.9% | $100,378-86.9% | $145,877-91.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.05% | 58.17%-58.1pp | 49.41%-49.4pp | 551.28%-551.2pp |
| Employer contribution / active EE | $325 | $4,420-92.6% | $3,942-91.8% | $4,663-93.0% |
| Participant deferral / active EE | $3,272 | $8,455-61.3% | $8,087-59.5% | $6,691-51.1% |
| Admin fee / account holder | $1,680 | $9,690-82.7% | $7,899-78.7% | $13,402-87.5% |