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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 | $20,014 | $117,904-83.0% | $102,457-80.5% | $145,978-86.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.34% | 31.80%-24.5pp | 29.41%-22.1pp | 550.52%-543.2pp |
| Employer contribution / active EE | $630 | $3,613-82.6% | $3,022-79.1% | $4,662-86.5% |
| Participant deferral / active EE | $2,477 | $5,733-56.8% | $5,054-51.0% | $6,690-63.0% |
| Admin fee / account holder | $15,075 | $13,329+13.1% | $9,451+59.5% | $13,400+12.5% |