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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 | $9,806 | $109,908-91.1% | $97,161-89.9% | $145,978-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.64% | 243.80%-238.2pp | 75.36%-69.7pp | 550.52%-544.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,956 | $4,679-36.8% | $4,265-30.7% | $6,690-55.8% |
| Admin fee / account holder | $652 | $6,213-89.5% | $5,647-88.5% | $13,400-95.1% |