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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 | $28,513 | $178,174-84.0% | $156,181-81.7% | $137,256-79.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.06% | 84.19%-82.1pp | 64.87%-62.8pp | 220.34%-218.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,200 | $6,888+33.6% | $6,132+50.0% | $6,407+43.6% |
| Admin fee / account holder | $1,416 | $17,404-91.9% | $14,586-90.3% | $12,270-88.5% |