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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 | $58,947 | $110,379-46.6% | $102,412-42.4% | $145,884-59.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $655 | $4,216-84.5% | $3,870-83.1% | $4,662-86.0% |
| Participant deferral / active EE | $1,637 | $5,622-70.9% | $5,060-67.7% | $6,690-75.5% |
| Admin fee / account holder | $4,465 | $9,745-54.2% | $8,388-46.8% | $13,392-66.7% |