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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 | $22,405 | $72,071-68.9% | $68,368-67.2% | $137,256-83.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 11.13% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $365 | $2,788-86.9% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $1,635 | $4,410-62.9% | $4,123-60.3% | $6,407-74.5% |
| Admin fee / account holder | $952 | $5,336-82.2% | $5,150-81.5% | $12,270-92.2% |