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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 | $7,022 | $70,366-90.0% | $66,674-89.5% | $138,895-94.9% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.7%+13.0pp | 79.9%+6.7pp |
| Annual return | 11.24% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,474 | $4,374-20.6% | $4,084-14.9% | $6,396-45.7% |
| Admin fee / account holder | $5,059 | $5,262-3.9% | $5,098-0.8% | $12,562-59.7% |