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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 | $4,491 | $88,778-94.9% | $81,844-94.5% | $145,884-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.95% | 1033.03%-1025.1pp | 778.87%-770.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $121 | $3,087-96.1% | $2,916-95.9% | $4,662-97.4% |
| Participant deferral / active EE | $1,716 | $4,648-63.1% | $4,323-60.3% | $6,690-74.3% |
| Admin fee / account holder | $1,101 | $8,430-86.9% | $7,355-85.0% | $13,392-91.8% |