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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 | $12,491 | $114,013-89.0% | $103,693-88.0% | $155,188-92.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.60% | 49.31%-45.7pp | 47.61%-44.0pp | 148.84%-145.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,174 | $4,970+24.2% | $4,579+34.8% | $6,531-5.5% |
| Admin fee / account holder | $5,835 | $8,407-30.6% | $7,858-25.7% | $14,480-59.7% |