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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 | $17,131 | $102,609-83.3% | $98,090-82.5% | $138,895-87.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 10.18% | 36.44%-26.3pp | 37.05%-26.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,649 | $8,167-18.6% | $7,845-15.2% | $6,396+4.0% |
| Admin fee / account holder | $12,749 | $11,434+11.5% | $11,815+7.9% | $12,562+1.5% |