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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 | $23,261 | $157,304-85.2% | $141,197-83.5% | $152,909-84.8% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 10.73% | 64.34%-53.6pp | 71.41%-60.7pp | 345.46%-334.7pp |
| Employer contribution / active EE | $932 | $5,263-82.3% | $4,736-80.3% | $4,764-80.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $699 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |