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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 | $10,336 | $88,778-88.4% | $81,844-87.4% | $145,884-92.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 2.54% | 1033.03%-1030.5pp | 778.87%-776.3pp | 551.85%-549.3pp |
| Employer contribution / active EE | $3 | $3,087-99.9% | $2,916-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $1,099 | $4,648-76.4% | $4,323-74.6% | $6,690-83.6% |
| Admin fee / account holder | $4,922 | $8,430-41.6% | $7,355-33.1% | $13,392-63.2% |