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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 | $10,154 | $68,097-85.1% | $62,929-83.9% | $137,256-92.6% |
| Participation rate | 86.7% | 77.4%+9.2pp | 73.1%+13.6pp | 80.0%+6.7pp |
| Annual return | 3.78% | 1859.11%-1855.3pp | 1063.93%-1060.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,569 | $4,553-65.5% | $3,888-59.6% | $6,407-75.5% |
| Admin fee / account holder | $11,084 | $6,521+70.0% | $5,065+118.9% | $12,270-9.7% |