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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 | $25,952 | $209,336-87.6% | $197,124-86.8% | $137,256-81.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 11.32% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,013 | $9,614-16.6% | $9,135-12.3% | $6,407+25.1% |
| Admin fee / account holder | $1,724 | $17,308-90.0% | $16,298-89.4% | $12,270-85.9% |