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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 | $9,804 | $88,702-88.9% | $81,780-88.0% | $145,978-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.64% | 1029.12%-1021.5pp | 776.27%-768.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $45 | $3,084-98.5% | $2,914-98.5% | $4,662-99.0% |
| Participant deferral / active EE | $1,327 | $4,645-71.4% | $4,321-69.3% | $6,690-80.2% |
| Admin fee / account holder | $2,589 | $8,414-69.2% | $7,384-64.9% | $13,400-80.7% |