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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 | $11,913 | $111,535-89.3% | $105,223-88.7% | $137,256-91.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 4.66% | 237.85%-233.2pp | 180.65%-176.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $565 | $3,939-85.6% | $3,689-84.7% | $4,156-86.4% |
| Participant deferral / active EE | $2,280 | $5,500-58.5% | $5,072-55.0% | $6,407-64.4% |
| Admin fee / account holder | $1,131 | $9,721-88.4% | $8,859-87.2% | $12,270-90.8% |