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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 | $72,396-70.0% | $67,511-67.8% | $145,959-85.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.53% | 7194.07%-7187.5pp | 3517.41%-3510.9pp | 561.95%-555.4pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,030 | $4,781-78.5% | $4,000-74.3% | $6,689-84.6% |
| Admin fee / account holder | $340 | $5,538-93.9% | $3,999-91.5% | $13,398-97.5% |