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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 | $7,036 | $88,778-92.1% | $81,844-91.4% | $145,884-95.2% |
| Participation rate | 77.3% | 75.1%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 8.40% | 1033.03%-1024.6pp | 778.87%-770.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,569 | $4,648-66.2% | $4,323-63.7% | $6,690-76.5% |
| Admin fee / account holder | $316 | $8,430-96.2% | $7,355-95.7% | $13,392-97.6% |