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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 | $8,461 | $27,943-69.7% | $58,507-85.5% | $75,177-88.7% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.63% | 44.22%-30.6pp | 4252.32%-4238.7pp | 160.75%-147.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,027 | $1,202-14.5% | $1,922-46.6% | $4,126-75.1% |
| Admin fee / account holder | $1,085 | $1,727-37.2% | $2,486-56.4% | $5,651-80.8% |