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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 | $10,726 | $88,778-87.9% | $81,844-86.9% | $145,884-92.6% |
| Participation rate | 72.2% | 75.1%-2.8pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 6.41% | 1033.03%-1026.6pp | 778.87%-772.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $3 | $3,087-99.9% | $2,916-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $1,670 | $4,648-64.1% | $4,323-61.4% | $6,690-75.0% |
| Admin fee / account holder | $3,731 | $8,430-55.7% | $7,355-49.3% | $13,392-72.1% |