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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 | $2,474 | $72,071-96.6% | $68,368-96.4% | $137,256-98.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 12.64% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,397 | $4,410-45.6% | $4,123-41.9% | $6,407-62.6% |
| Admin fee / account holder | $1,270 | $5,336-76.2% | $5,150-75.3% | $12,270-89.6% |