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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 | $7,417 | $72,071-89.7% | $68,368-89.2% | $137,256-94.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 10.68% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,039 | $4,410-76.4% | $4,123-74.8% | $6,407-83.8% |
| Admin fee / account holder | $1,011 | $5,336-81.1% | $5,150-80.4% | $12,270-91.8% |