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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 | $22,457 | $34,316-34.6% | $74,723-69.9% | $72,976-69.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 8.45% | 26.58%-18.1pp | 753.18%-744.7pp | 81.02%-72.6pp |
| Employer contribution / active EE | $103 | $692-85.1% | $1,084-90.5% | $2,440-95.8% |
| Participant deferral / active EE | $454 | $1,272-64.3% | $1,962-76.9% | $3,608-87.4% |
| Admin fee / account holder | $1,000 | $2,125-52.9% | $3,335-70.0% | $5,124-80.5% |