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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 | $21,713 | $72,446-70.0% | $67,561-67.9% | $145,877-85.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.53% | 7211.98%-7205.5pp | 3525.44%-3518.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,030 | $4,785-78.5% | $4,003-74.3% | $6,691-84.6% |
| Admin fee / account holder | $340 | $5,541-93.9% | $4,006-91.5% | $13,402-97.5% |