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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 | $6,737 | $116,167-94.2% | $64,489-89.6% | $137,256-95.1% |
| Participation rate | 80.0% | 68.2%+11.8pp | 67.7%+12.3pp | 80.0%0pp |
| Annual return | 3.50% | 36.55%-33.1pp | 55.03%-51.5pp | 220.34%-216.8pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,613 | $4,215+33.2% | $2,778+102.0% | $6,407-12.4% |
| Admin fee / account holder | $39,918 | $6,188+545.1% | $4,260+837.1% | $12,270+225.3% |