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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 | $24,261 | $150,447-83.9% | $136,298-82.2% | $147,586-83.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.95% | 1049.15%-1042.2pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $779 | $5,256-85.2% | $4,696-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $584 | $10,906-94.6% | $9,244-93.7% | $10,886-94.6% |