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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 | $28,769 | $112,131-74.3% | $95,964-70.0% | $158,982-81.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -7.92% | 171.19%-179.1pp | 91.64%-99.6pp | 302.99%-310.9pp |
| Employer contribution / active EE | $578 | $3,199-81.9% | $2,541-77.3% | $4,763-87.9% |
| Participant deferral / active EE | $2,093 | $4,784-56.3% | $4,167-49.8% | $5,983-65.0% |
| Admin fee / account holder | $37,127 | $10,136+266.3% | $6,797+446.2% | $11,252+230.0% |