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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 | $13,194 | $100,970-86.9% | $96,576-86.3% | $137,256-90.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 6.96% | 38.16%-31.2pp | 38.47%-31.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,498 | $8,286-21.6% | $7,956-18.3% | $6,407+1.4% |
| Admin fee / account holder | $23,745 | $11,312+109.9% | $11,381+108.6% | $12,270+93.5% |