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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 | $2,946 | $70,366-95.8% | $66,674-95.6% | $138,895-97.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 8.81% | 386.41%-377.6pp | 321.24%-312.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $595 | $4,374-86.4% | $4,084-85.4% | $6,396-90.7% |
| Admin fee / account holder | $433 | $5,262-91.8% | $5,098-91.5% | $12,562-96.6% |