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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 | $15,917 | $124,187-87.2% | $108,410-85.3% | $167,497-90.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 1.84% | 1379.80%-1378.0pp | 905.34%-903.5pp | 478.62%-476.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,455 | $6,908-21.0% | $6,562-16.9% | $6,341-14.0% |
| Admin fee / account holder | $2,126 | $9,456-77.5% | $7,296-70.9% | $12,310-82.7% |