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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 | $16,131 | $174,379-90.7% | $152,093-89.4% | $138,895-88.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.28% | 74.86%-69.6pp | 66.36%-61.1pp | 145.39%-140.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,400 | $6,159-61.0% | $5,451-56.0% | $6,396-62.5% |
| Admin fee / account holder | $1,791 | $16,880-89.4% | $14,497-87.6% | $12,562-85.7% |