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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 | $4,051 | $68,097-94.1% | $62,929-93.6% | $137,256-97.0% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 8.20% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,083 | $4,553-76.2% | $3,888-72.2% | $6,407-83.1% |
| Admin fee / account holder | $3,025 | $6,521-53.6% | $5,065-40.3% | $12,270-75.3% |