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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 | $11,444 | $70,366-83.7% | $66,674-82.8% | $138,895-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 1.00% | 386.41%-385.4pp | 321.24%-320.2pp | 145.39%-144.4pp |
| Employer contribution / active EE | $313 | $2,765-88.7% | $2,620-88.1% | $4,194-92.5% |
| Participant deferral / active EE | $596 | $4,374-86.4% | $4,084-85.4% | $6,396-90.7% |
| Admin fee / account holder | $35,084 | $5,262+566.7% | $5,098+588.2% | $12,562+179.3% |