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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 | $22,245 | $118,496-81.2% | $98,461-77.4% | $139,466-84.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 8.64% | 18.96%-10.3pp | 21.17%-12.5pp | 373.66%-365.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,487 | $5,393-72.4% | $4,738-68.6% | $6,712-77.8% |
| Admin fee / account holder | $12,663 | $14,056-9.9% | $8,961+41.3% | $11,409+11.0% |