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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 | $6,808 | $90,691-92.5% | $76,119-91.1% | $145,884-95.3% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.1%+26.4pp | 80.3%+15.2pp |
| Annual return | 5.68% | 624.52%-618.8pp | 361.25%-355.6pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,420 | $5,167-72.5% | $4,259-66.7% | $6,690-78.8% |
| Admin fee / account holder | $349 | $8,383-95.8% | $6,421-94.6% | $13,392-97.4% |