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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 | $15,507 | $100,970-84.6% | $96,576-83.9% | $137,256-88.7% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 12.38% | 38.16%-25.8pp | 38.47%-26.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,504 | $8,286-45.6% | $7,956-43.4% | $6,407-29.7% |
| Admin fee / account holder | $2,725 | $11,312-75.9% | $11,381-76.1% | $12,270-77.8% |