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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 | $2,773 | $72,071-96.2% | $68,368-95.9% | $137,256-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.18% | 353.14%-348.0pp | 292.57%-287.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,382 | $4,410-68.7% | $4,123-66.5% | $6,407-78.4% |
| Admin fee / account holder | $3,086 | $5,336-42.2% | $5,150-40.1% | $12,270-74.9% |