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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 | $8,790 | $70,366-87.5% | $66,674-86.8% | $138,895-93.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 6.75% | 386.41%-379.7pp | 321.24%-314.5pp | 145.39%-138.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,592 | $4,374+5.0% | $4,084+12.4% | $6,396-28.2% |
| Admin fee / account holder | $12,198 | $5,262+131.8% | $5,098+139.3% | $12,562-2.9% |