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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 | $17,281 | $72,071-76.0% | $68,368-74.7% | $137,256-87.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 10.53% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,286 | $4,410-70.8% | $4,123-68.8% | $6,407-79.9% |
| Admin fee / account holder | $819 | $5,336-84.6% | $5,150-84.1% | $12,270-93.3% |