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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 | $20,159 | $111,814-82.0% | $103,374-80.5% | $145,959-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,649 | $5,618+18.4% | $5,058+31.5% | $6,689-0.6% |
| Admin fee / account holder | $976 | $9,754-90.0% | $8,394-88.4% | $13,398-92.7% |