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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 | $23,091 | $135,956-83.0% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.87% | 56.63%-53.8pp | 47.52%-44.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,275 | $6,343+62.0% | $5,984+71.7% | $5,287+94.3% |
| Admin fee / account holder | $344 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |