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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 | $17,018 | $100,970-83.1% | $96,576-82.4% | $137,256-87.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.06% | 38.16%-29.1pp | 38.47%-29.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,106 | $8,286-2.2% | $7,956+1.9% | $6,407+26.5% |
| Admin fee / account holder | $14,421 | $11,312+27.5% | $11,381+26.7% | $12,270+17.5% |