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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 | $3,941 | $70,366-94.4% | $66,674-94.1% | $138,895-97.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 4.02% | 386.41%-382.4pp | 321.24%-317.2pp | 145.39%-141.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,275 | $4,374-70.8% | $4,084-68.8% | $6,396-80.1% |
| Admin fee / account holder | $4,929 | $5,262-6.3% | $5,098-3.3% | $12,562-60.8% |