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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 | $5,076 | $76,519-93.4% | $56,025-90.9% | $145,897-96.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.78% | 3017.03%-3016.3pp | 1712.69%-1711.9pp | 552.29%-551.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,713 | $2,624-34.7% | $1,955-12.4% | $6,689-74.4% |
| Admin fee / account holder | $553 | $3,331-83.4% | $2,828-80.5% | $13,390-95.9% |