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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 | $4,058 | $76,608-94.7% | $56,077-92.8% | $145,877-97.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 4.47% | 3009.59%-3005.1pp | 1709.28%-1704.8pp | 551.28%-546.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,414 | $2,624-46.1% | $1,954-27.7% | $6,691-78.9% |
| Admin fee / account holder | $1,022 | $3,325-69.3% | $2,825-63.8% | $13,402-92.4% |