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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 | $52,812 | $166,268-68.2% | $165,100-68.0% | $145,897-63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.03% | 100.52%-93.5pp | 70.21%-63.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $864 | $5,284-83.6% | $4,348-80.1% | $4,663-81.5% |
| Participant deferral / active EE | $3,824 | $6,964-45.1% | $6,035-36.6% | $6,689-42.8% |
| Admin fee / account holder | $18,076 | $16,659+8.5% | $12,696+42.4% | $13,390+35.0% |