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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 | $9,740 | $70,366-86.2% | $66,674-85.4% | $138,895-93.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 10.10% | 386.41%-376.3pp | 321.24%-311.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,213 | $4,374+19.2% | $4,084+27.6% | $6,396-18.5% |
| Admin fee / account holder | $1,059 | $5,262-79.9% | $5,098-79.2% | $12,562-91.6% |