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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 | $23,479 | $165,381-85.8% | $149,730-84.3% | $158,966-85.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -0.30% | 348.29%-348.6pp | 276.70%-277.0pp | 302.95%-303.3pp |
| Employer contribution / active EE | $222 | $5,104-95.6% | $4,645-95.2% | $4,762-95.3% |
| Participant deferral / active EE | $11,230 | $7,182+56.4% | $6,843+64.1% | $5,983+87.7% |
| Admin fee / account holder | $17,665 | $10,809+63.4% | $9,310+89.7% | $11,250+57.0% |