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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 | $9,752 | $108,882-91.0% | $96,754-89.9% | $154,746-93.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 5.05% | 98.39%-93.3pp | 82.04%-77.0pp | 172.34%-167.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,901 | $5,323-26.7% | $4,758-18.0% | $6,730-42.0% |
| Admin fee / account holder | $1,377 | $10,200-86.5% | $8,905-84.5% | $14,365-90.4% |