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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 | $6,244 | $70,366-91.1% | $66,674-90.6% | $138,895-95.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.73% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,583 | $4,374+4.8% | $4,084+12.2% | $6,396-28.3% |
| Admin fee / account holder | $3,000 | $5,262-43.0% | $5,098-41.2% | $12,562-76.1% |