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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 | $19,322 | $117,829-83.6% | $102,423-81.1% | $145,877-86.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.64% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $396 | $3,615-89.0% | $3,023-86.9% | $4,663-91.5% |
| Participant deferral / active EE | $2,514 | $5,732-56.2% | $5,054-50.3% | $6,691-62.4% |
| Admin fee / account holder | $20,220 | $13,335+51.6% | $9,455+113.9% | $13,402+50.9% |