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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 | $19,134 | $68,097-71.9% | $62,929-69.6% | $137,256-86.1% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 8.57% | 1859.11%-1850.5pp | 1063.93%-1055.4pp | 220.34%-211.8pp |
| Employer contribution / active EE | $174 | $2,811-93.8% | $2,505-93.1% | $4,156-95.8% |
| Participant deferral / active EE | $1,764 | $4,553-61.2% | $3,888-54.6% | $6,407-72.5% |
| Admin fee / account holder | $3,772 | $6,521-42.2% | $5,065-25.5% | $12,270-69.3% |