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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 | $15,892 | $155,555-89.8% | $146,866-89.2% | $155,188-89.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.5%+7.0pp | 80.8%+8.7pp |
| Annual return | 10.54% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,970 | $8,044+11.5% | $7,759+15.6% | $6,531+37.3% |
| Admin fee / account holder | $1,048 | $14,755-92.9% | $13,620-92.3% | $14,480-92.8% |