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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 | $8,127 | $90,614-91.0% | $76,089-89.3% | $145,877-94.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.1%+2.3pp | 80.3%-8.9pp |
| Annual return | 7.67% | 623.80%-616.1pp | 360.94%-353.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,434 | $5,168-72.2% | $4,259-66.3% | $6,691-78.6% |
| Admin fee / account holder | $1,139 | $8,376-86.4% | $6,418-82.3% | $13,402-91.5% |