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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 | $99,053-90.2% | $88,179-88.9% | $138,895-93.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 5.05% | 78.17%-73.1pp | 64.97%-59.9pp | 145.39%-140.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,901 | $5,225-25.3% | $4,614-15.4% | $6,396-39.0% |
| Admin fee / account holder | $1,377 | $8,748-84.3% | $7,673-82.1% | $12,562-89.0% |