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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 | $27,067 | $209,336-87.1% | $197,124-86.3% | $137,256-80.3% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 10.66% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,154 | $6,591-82.5% | $6,227-81.5% | $4,156-72.2% |
| Participant deferral / active EE | $6,117 | $9,614-36.4% | $9,135-33.0% | $6,407-4.5% |
| Admin fee / account holder | $16,821 | $17,308-2.8% | $16,298+3.2% | $12,270+37.1% |