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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 | $19,972 | $117,859-83.1% | $102,438-80.5% | $145,959-86.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.01% | 31.72%-24.7pp | 29.37%-22.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $400 | $3,615-88.9% | $3,024-86.8% | $4,661-91.4% |
| Participant deferral / active EE | $7,625 | $5,732+33.0% | $5,054+50.9% | $6,689+14.0% |
| Admin fee / account holder | $42,943 | $13,318+222.4% | $9,448+354.5% | $13,398+220.5% |