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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 | $11,606 | $70,532-83.5% | $68,948-83.2% | $137,256-91.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 10.84% | 32.56%-21.7pp | 28.39%-17.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,408 | $6,773-64.5% | $6,186-61.1% | $6,407-62.4% |
| Admin fee / account holder | $973 | $7,916-87.7% | $7,539-87.1% | $12,270-92.1% |