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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 | $10,684 | $114,119-90.6% | $107,187-90.0% | $138,895-92.3% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 7.05% | 273.21%-266.2pp | 204.55%-197.5pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,027 | $5,538-27.3% | $5,096-21.0% | $6,396-37.0% |
| Admin fee / account holder | $2,061 | $10,024-79.4% | $9,162-77.5% | $12,562-83.6% |