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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 | $24,391 | $76,634-68.2% | $56,054-56.5% | $145,978-83.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.24% | 3004.33%-2999.1pp | 1705.95%-1700.7pp | 550.52%-545.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,654 | $2,622+306.3% | $1,952+445.7% | $6,690+59.3% |
| Admin fee / account holder | $1,585 | $3,321-52.3% | $2,822-43.9% | $13,400-88.2% |