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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 | $23,925 | $96,643-75.2% | $86,617-72.4% | $139,456-82.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 8.85% | 106.57%-97.7pp | 591.91%-583.1pp | 373.45%-364.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,085 | $4,835-36.2% | $4,437-30.5% | $6,711-54.0% |
| Admin fee / account holder | $328 | $6,406-94.9% | $5,613-94.2% | $11,407-97.1% |