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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 | $4,099 | $76,608-94.6% | $56,077-92.7% | $145,877-97.2% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | -0.16% | 3009.59%-3009.7pp | 1709.28%-1709.4pp | 551.28%-551.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,159 | $2,624+20.4% | $1,954+61.7% | $6,691-52.8% |
| Admin fee / account holder | $905 | $3,325-72.8% | $2,825-68.0% | $13,402-93.2% |