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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 | $16,166 | $114,119-85.8% | $107,187-84.9% | $138,895-88.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 11.13% | 273.21%-262.1pp | 204.55%-193.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,065 | $5,538-44.6% | $5,096-39.9% | $6,396-52.1% |
| Admin fee / account holder | $11,121 | $10,024+10.9% | $9,162+21.4% | $12,562-11.5% |