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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 | $6,281 | $70,366-91.1% | $66,674-90.6% | $138,895-95.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 7.81% | 386.41%-378.6pp | 321.24%-313.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,003 | $4,374-77.1% | $4,084-75.4% | $6,396-84.3% |
| Admin fee / account holder | $2,637 | $5,262-49.9% | $5,098-48.3% | $12,562-79.0% |