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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 | $18,841 | $162,136-88.4% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.78% | 91.02%-89.2pp | 80.50%-78.7pp | 172.34%-170.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,226 | $8,341+10.6% | $8,004+15.3% | $6,730+37.1% |
| Admin fee / account holder | $19,088 | $15,759+21.1% | $14,398+32.6% | $14,365+32.9% |