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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 | $20,252 | $65,555-69.1% | $86,216-76.5% | $75,173-73.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 4.99% | 46.07%-41.1pp | 1169.42%-1164.4pp | 160.72%-155.7pp |
| Employer contribution / active EE | $313 | $1,553-79.9% | $2,382-86.9% | $2,671-88.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,001 | $5,469-81.7% | $6,853-85.4% | $5,651-82.3% |