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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 | $117,859-83.6% | $102,438-81.1% | $145,959-86.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.64% | 31.72%-24.1pp | 29.37%-21.7pp | 561.95%-554.3pp |
| Employer contribution / active EE | $396 | $3,615-89.0% | $3,024-86.9% | $4,661-91.5% |
| Participant deferral / active EE | $2,514 | $5,732-56.1% | $5,054-50.3% | $6,689-62.4% |
| Admin fee / account holder | $20,220 | $13,318+51.8% | $9,448+114.0% | $13,398+50.9% |