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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 | $11,120 | $112,729-90.1% | $98,716-88.7% | $137,256-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.03% | 38.48%-29.5pp | 31.81%-22.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,636 | $4,640-21.6% | $4,048-10.2% | $6,407-43.2% |
| Admin fee / account holder | $11,888 | $10,129+17.4% | $8,703+36.6% | $12,270-3.1% |