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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 | $20,183 | $72,446-72.1% | $67,561-70.1% | $145,877-86.2% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 3.92% | 7211.98%-7208.1pp | 3525.44%-3521.5pp | 551.28%-547.4pp |
| Employer contribution / active EE | $152 | $3,072-95.0% | $2,735-94.4% | $4,663-96.7% |
| Participant deferral / active EE | $1,375 | $4,785-71.3% | $4,003-65.6% | $6,691-79.4% |
| Admin fee / account holder | $9,497 | $5,541+71.4% | $4,006+137.1% | $13,402-29.1% |