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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 | $6,803 | $101,618-93.3% | $93,063-92.7% | $137,256-95.0% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 6.81% | 223.95%-217.1pp | 34.15%-27.3pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,216 | $4,279-24.8% | $3,958-18.7% | $6,407-49.8% |
| Admin fee / account holder | $635 | $6,198-89.8% | $6,033-89.5% | $12,270-94.8% |