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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 | $2,584 | $70,366-96.3% | $66,674-96.1% | $138,895-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.95% | 386.41%-377.5pp | 321.24%-312.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,128 | $4,374-51.4% | $4,084-47.9% | $6,396-66.7% |
| Admin fee / account holder | $3,336 | $5,262-36.6% | $5,098-34.6% | $12,562-73.4% |