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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 | $14,590 | $88,815-83.6% | $81,882-82.2% | $145,897-90.0% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 9.01% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,273 | $4,647-72.6% | $4,323-70.5% | $6,689-81.0% |
| Admin fee / account holder | $1,276 | $8,434-84.9% | $7,360-82.7% | $13,390-90.5% |