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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 | $17,277 | $180,749-90.4% | $160,784-89.3% | $137,256-87.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 9.44% | 2234.46%-2225.0pp | 1803.92%-1794.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,258 | $6,844-37.8% | $6,293-32.3% | $6,407-33.5% |
| Admin fee / account holder | $15,076 | $10,397+45.0% | $9,717+55.2% | $12,270+22.9% |