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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 | $17,492 | $181,062-90.3% | $158,223-88.9% | $155,188-88.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 6.66% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,782 | $6,134-5.7% | $5,467+5.8% | $6,531-11.5% |
| Admin fee / account holder | $27,126 | $18,825+44.1% | $16,047+69.0% | $14,480+87.3% |