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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 | $9,806 | $110,039-91.1% | $97,260-89.9% | $145,884-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.64% | 244.44%-238.8pp | 75.54%-69.9pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,956 | $4,674-36.8% | $4,262-30.6% | $6,690-55.8% |
| Admin fee / account holder | $652 | $6,204-89.5% | $5,640-88.4% | $13,392-95.1% |