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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 | $26,880 | $72,465-62.9% | $67,575-60.2% | $145,884-81.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.01% | 7222.56%-7221.5pp | 3528.98%-3528.0pp | 551.85%-550.8pp |
| Employer contribution / active EE | $351 | $3,074-88.6% | $2,736-87.2% | $4,662-92.5% |
| Participant deferral / active EE | $902 | $4,786-81.2% | $4,003-77.5% | $6,690-86.5% |
| Admin fee / account holder | $2,150 | $5,515-61.0% | $3,993-46.1% | $13,392-83.9% |