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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 | $23,368 | $160,028-85.4% | $147,080-84.1% | $145,884-84.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 6.40% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,400 | $8,422-59.6% | $8,066-57.8% | $6,690-49.2% |
| Admin fee / account holder | $1,281 | $15,030-91.5% | $12,989-90.1% | $13,392-90.4% |