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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 | $18,706 | $160,028-88.3% | $147,080-87.3% | $145,884-87.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 5.83% | 98.60%-92.8pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,431 | $8,422-47.4% | $8,066-45.1% | $6,690-33.8% |
| Admin fee / account holder | $1,641 | $15,030-89.1% | $12,989-87.4% | $13,392-87.7% |