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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 | $10,907 | $100,970-89.2% | $96,576-88.7% | $137,256-92.1% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 11.58% | 38.16%-26.6pp | 38.47%-26.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,867 | $8,286-53.3% | $7,956-51.4% | $6,407-39.6% |
| Admin fee / account holder | $8,430 | $11,312-25.5% | $11,381-25.9% | $12,270-31.3% |