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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 | $10,602 | $72,426-85.4% | $67,560-84.3% | $145,897-92.7% |
| Participation rate | 73.7% | 76.9%-3.2pp | 72.9%+0.8pp | 80.3%-6.6pp |
| Annual return | 4.16% | 7226.78%-7222.6pp | 3533.50%-3529.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,266 | $4,785-52.6% | $4,004-43.4% | $6,689-66.1% |
| Admin fee / account holder | $687 | $5,514-87.5% | $3,994-82.8% | $13,390-94.9% |