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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 | $18,169 | $185,312-90.2% | $161,489-88.7% | $154,746-88.3% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 8.33% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $195 | $4,769-95.9% | $4,268-95.4% | $4,379-95.6% |
| Participant deferral / active EE | $2,322 | $6,350-63.4% | $5,630-58.8% | $6,730-65.5% |
| Admin fee / account holder | $64,959 | $18,654+248.2% | $16,006+305.9% | $14,365+352.2% |