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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 | $4,318 | $49,976-91.4% | $66,674-93.5% | $82,637-94.8% |
| Participation rate | 79.5% | 63.1%+16.4pp | 73.7%+5.8pp | 68.1%+11.4pp |
| Annual return | 11.81% | 39.09%-27.3pp | 321.24%-309.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,548 | $2,847-45.6% | $4,084-62.1% | $4,126-62.5% |
| Admin fee / account holder | $2,191 | $4,594-52.3% | $5,098-57.0% | $7,339-70.1% |