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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 | $5,556 | $72,465-92.3% | $67,575-91.8% | $145,884-96.2% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 6.91% | 7222.56%-7215.6pp | 3528.98%-3522.1pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,861 | $4,786-40.2% | $4,003-28.5% | $6,690-57.2% |
| Admin fee / account holder | $8,336 | $5,515+51.1% | $3,993+108.8% | $13,392-37.8% |