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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 | $28,402 | $115,225-75.4% | $100,712-71.8% | $138,895-79.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.77% | 40.35%-32.6pp | 33.27%-25.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $500 | $2,771-82.0% | $2,313-78.4% | $4,194-88.1% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,337 | $10,844-78.4% | $9,256-74.7% | $12,562-81.4% |