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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 | $19,134 | $76,368-74.9% | $67,681-71.7% | $154,746-87.6% |
| Participation rate | 95.5% | 79.0%+16.5pp | 73.7%+21.7pp | 80.7%+14.8pp |
| Annual return | 8.57% | 1066.77%-1058.2pp | 590.58%-582.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $174 | $3,151-94.5% | $2,678-93.5% | $4,379-96.0% |
| Participant deferral / active EE | $1,764 | $4,824-63.4% | $3,976-55.6% | $6,730-73.8% |
| Admin fee / account holder | $3,772 | $8,559-55.9% | $6,100-38.2% | $14,365-73.7% |