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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 | $1,453 | $67,823-97.9% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -0.04% | 219.11%-219.2pp | 302.12%-302.2pp | 220.34%-220.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $263 | $2,288-88.5% | $1,790-85.3% | $6,407-95.9% |
| Admin fee / account holder | $1,081 | $2,844-62.0% | $2,495-56.7% | $12,270-91.2% |