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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 | $13,072 | $99,011-86.8% | $86,582-84.9% | $147,586-91.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.50% | 1312.75%-1306.2pp | 965.08%-958.6pp | 578.59%-572.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $678 | $3,972-82.9% | $3,609-81.2% | $5,439-87.5% |
| Admin fee / account holder | $487 | $5,709-91.5% | $4,904-90.1% | $10,886-95.5% |