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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 | $24,797 | $73,988-66.5% | $96,538-74.3% | $75,177-67.0% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 12.00% | 26.73%-14.7pp | 35.74%-23.7pp | 160.75%-148.7pp |
| Employer contribution / active EE | $77 | $2,930-97.4% | $3,740-97.9% | $2,671-97.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,832 | $5,220-45.7% | $6,737-58.0% | $5,651-49.9% |