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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 | $7,243 | $88,815-91.8% | $81,882-91.2% | $145,897-95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.79% | 1033.75%-1031.0pp | 779.47%-776.7pp | 552.29%-549.5pp |
| Employer contribution / active EE | $112 | $3,086-96.4% | $2,916-96.2% | $4,663-97.6% |
| Participant deferral / active EE | $1,152 | $4,647-75.2% | $4,323-73.4% | $6,689-82.8% |
| Admin fee / account holder | $1,417 | $8,434-83.2% | $7,360-80.8% | $13,390-89.4% |