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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 | $20,262 | $111,535-81.8% | $105,223-80.7% | $137,256-85.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.60% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $779 | $3,939-80.2% | $3,689-78.9% | $4,156-81.3% |
| Participant deferral / active EE | $2,073 | $5,500-62.3% | $5,072-59.1% | $6,407-67.6% |
| Admin fee / account holder | $3,551 | $9,721-63.5% | $8,859-59.9% | $12,270-71.1% |