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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 | $5,166 | $67,823-92.4% | $52,425-90.1% | $137,256-96.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 6.18% | 219.11%-212.9pp | 302.12%-295.9pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,867 | $2,288-18.4% | $1,790+4.3% | $6,407-70.9% |
| Admin fee / account holder | $397 | $2,844-86.0% | $2,495-84.1% | $12,270-96.8% |