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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 | $11,178 | $125,778-91.1% | $114,563-90.2% | $154,746-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 7.08% | 295.14%-288.1pp | 241.09%-234.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $971 | $4,445-78.2% | $4,142-76.6% | $6,730-85.6% |
| Admin fee / account holder | $9,362 | $8,190+14.3% | $7,623+22.8% | $14,365-34.8% |