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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 | $19,040 | $100,970-81.1% | $96,576-80.3% | $137,256-86.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 9.88% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $21,368 | $8,286+157.9% | $7,956+168.6% | $6,407+233.5% |
| Admin fee / account holder | $26,422 | $11,312+133.6% | $11,381+132.2% | $12,270+115.3% |