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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 | $2,949 | $72,071-95.9% | $68,368-95.7% | $137,256-97.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 7.28% | 353.14%-345.9pp | 292.57%-285.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,543 | $4,410-65.0% | $4,123-62.6% | $6,407-75.9% |
| Admin fee / account holder | $3,966 | $5,336-25.7% | $5,150-23.0% | $12,270-67.7% |