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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 | $90,538-87.2% | $88,457-86.9% | $154,746-92.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 10.84% | 37.97%-27.1pp | 32.69%-21.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,408 | $6,073-60.4% | $5,667-57.5% | $6,730-64.2% |
| Admin fee / account holder | $973 | $10,337-90.6% | $9,606-89.9% | $14,365-93.2% |