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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 | $8,076 | $76,634-89.5% | $56,054-85.6% | $145,978-94.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 3.26% | 3004.33%-3001.1pp | 1705.95%-1702.7pp | 550.52%-547.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,832 | $2,622-30.2% | $1,952-6.2% | $6,690-72.6% |
| Admin fee / account holder | $1,612 | $3,321-51.5% | $2,822-42.9% | $13,400-88.0% |