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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 | $8,785 | $25,979-66.2% | $71,702-87.7% | $68,495-87.2% |
| Participation rate | 94.7% | 54.5%+40.2pp | 62.3%+32.4pp | 67.9%+26.8pp |
| Annual return | -20.92% | -15.10%-5.8pp | 9.14%-30.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,500 | $1,522+64.3% | $2,658-5.9% | $4,028-37.9% |
| Admin fee / account holder | $633 | $2,022-68.7% | $3,974-84.1% | $5,403-88.3% |