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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 | $25,960 | $100,970-74.3% | $96,576-73.1% | $137,256-81.1% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 10.21% | 38.16%-28.0pp | 38.47%-28.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,686 | $8,286-7.2% | $7,956-3.4% | $6,407+20.0% |
| Admin fee / account holder | $36,039 | $11,312+218.6% | $11,381+216.7% | $12,270+193.7% |