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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 | $8,456 | $126,113-93.3% | $116,096-92.7% | $155,188-94.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 73.3%+6.7pp | 80.8%-0.8pp |
| Annual return | 1.17% | 391.72%-390.5pp | 326.25%-325.1pp | 148.84%-147.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,225 | $4,162+73.6% | $3,952+82.8% | $6,531+10.6% |
| Admin fee / account holder | $5,239 | $8,045-34.9% | $7,704-32.0% | $14,480-63.8% |