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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 | $125,778-93.3% | $114,563-92.6% | $154,746-94.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 1.17% | 295.14%-294.0pp | 241.09%-239.9pp | 172.34%-171.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,225 | $4,445+62.6% | $4,142+74.4% | $6,730+7.4% |
| Admin fee / account holder | $5,239 | $8,190-36.0% | $7,623-31.3% | $14,365-63.5% |