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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 | $12,432 | $106,974-88.4% | $90,796-86.3% | $138,895-91.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 6.43% | 20.10%-13.7pp | 19.29%-12.9pp | 145.39%-139.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,581 | $4,455+25.3% | $3,822+46.0% | $6,396-12.7% |
| Admin fee / account holder | $934 | $8,626-89.2% | $7,024-86.7% | $12,562-92.6% |