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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 | $19,032 | $154,228-87.7% | $145,433-86.9% | $137,256-86.1% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 0.24% | 74.59%-74.3pp | 66.58%-66.3pp | 220.34%-220.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,152 | $8,216-61.6% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $3,361 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |