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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 | $12,267 | $47,479-74.2% | $62,929-80.5% | $82,448-85.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.41% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $252 | $1,885-86.6% | $2,505-89.9% | $2,551-90.1% |
| Participant deferral / active EE | $1,343 | $2,870-53.2% | $3,888-65.5% | $4,139-67.6% |
| Admin fee / account holder | $305 | $3,804-92.0% | $5,065-94.0% | $7,234-95.8% |