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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 | $15,339 | $111,814-86.3% | $93,654-83.6% | $145,959-89.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 7.11% | 203.30%-196.2pp | 133.34%-126.2pp | 561.95%-554.8pp |
| Employer contribution / active EE | $326 | $3,092-89.5% | $2,421-86.5% | $4,661-93.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $395 | $10,246-96.1% | $8,282-95.2% | $13,398-97.1% |