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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 | $185,312-90.0% | $161,489-88.5% | $154,746-88.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 8.92% | 103.84%-94.9pp | 89.72%-80.8pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,952 | $6,350-22.0% | $5,630-12.0% | $6,730-26.4% |
| Admin fee / account holder | $37,956 | $18,654+103.5% | $16,006+137.1% | $14,365+164.2% |