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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 | $5,492 | $29,319-81.3% | $52,425-89.5% | $82,448-93.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 12.80% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,656 | $1,171+41.3% | $1,790-7.5% | $4,139-60.0% |
| Admin fee / account holder | $783 | $1,962-60.1% | $2,495-68.6% | $7,234-89.2% |