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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 | $15,491 | $101,618-84.8% | $93,063-83.4% | $137,256-88.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 10.29% | 223.95%-213.7pp | 34.15%-23.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,724 | $4,279+10.4% | $3,958+19.3% | $6,407-26.3% |
| Admin fee / account holder | $501 | $6,198-91.9% | $6,033-91.7% | $12,270-95.9% |