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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 | $7,458 | $58,258-87.2% | $81,820-90.9% | $80,925-90.8% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 9.82% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,644 | $3,284+11.0% | $4,323-15.7% | $4,299-15.2% |
| Admin fee / account holder | $2,521 | $4,976-49.3% | $7,391-65.9% | $6,940-63.7% |