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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 | $39,972 | $89,364-55.3% | $141,177-71.7% | $72,983-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -15.34% | 111.86%-127.2pp | 71.40%-86.7pp | 81.01%-96.4pp |
| Employer contribution / active EE | $185 | $3,115-94.1% | $4,736-96.1% | $2,440-92.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $588 | $5,959-90.1% | $10,263-94.3% | $5,124-88.5% |