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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 | $18,110 | $99,011-81.7% | $86,582-79.1% | $147,586-87.7% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 3.89% | 1312.75%-1308.9pp | 965.08%-961.2pp | 578.59%-574.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,065 | $3,972-48.0% | $3,609-42.8% | $5,439-62.0% |
| Admin fee / account holder | $1,162 | $5,709-79.6% | $4,904-76.3% | $10,886-89.3% |