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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 | $30,013 | $95,406-68.5% | $185,849-83.9% | $85,847-65.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.35% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.3pp |
| Employer contribution / active EE | $290 | $3,314-91.3% | $5,169-94.4% | $2,565-88.7% |
| Participant deferral / active EE | $2,557 | $3,424-25.3% | $5,569-54.1% | $3,952-35.3% |
| Admin fee / account holder | $7,540 | $7,214+4.5% | $16,244-53.6% | $6,261+20.4% |