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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 | $21,832 | $72,071-69.7% | $68,368-68.1% | $137,256-84.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 5.30% | 353.14%-347.8pp | 292.57%-287.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $968 | $4,410-78.0% | $4,123-76.5% | $6,407-84.9% |
| Admin fee / account holder | $696 | $5,336-86.9% | $5,150-86.5% | $12,270-94.3% |