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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 | $18,565 | $172,111-89.2% | $150,298-87.6% | $137,256-86.5% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 8.92% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,952 | $6,166-19.7% | $5,453-9.2% | $6,407-22.7% |
| Admin fee / account holder | $37,956 | $16,471+130.4% | $14,116+168.9% | $12,270+209.3% |