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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 | $6,728 | $27,943-75.9% | $58,507-88.5% | $75,177-91.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 9.73% | 44.22%-34.5pp | 4252.32%-4242.6pp | 160.75%-151.0pp |
| Employer contribution / active EE | $71 | $670-89.3% | $1,053-93.2% | $2,671-97.3% |
| Participant deferral / active EE | $320 | $1,202-73.4% | $1,922-83.4% | $4,126-92.2% |
| Admin fee / account holder | $3,316 | $1,727+92.0% | $2,486+33.4% | $5,651-41.3% |