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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 | $26,377 | $114,119-76.9% | $107,187-75.4% | $138,895-81.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 8.31% | 273.21%-264.9pp | 204.55%-196.2pp | 145.39%-137.1pp |
| Employer contribution / active EE | $566 | $4,059-86.0% | $3,782-85.0% | $4,194-86.5% |
| Participant deferral / active EE | $2,709 | $5,538-51.1% | $5,096-46.8% | $6,396-57.6% |
| Admin fee / account holder | $18,808 | $10,024+87.6% | $9,162+105.3% | $12,562+49.7% |