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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 | $22,264 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.84% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,416 | $6,166-60.8% | $5,453-55.7% | $6,407-62.3% |
| Admin fee / account holder | $918 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |