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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 | $43,217 | $117,694-63.3% | $71,755-39.8% | $134,532-67.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -27.66% | 25.33%-53.0pp | 9.09%-36.8pp | 418.27%-445.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,656 | $3,753+263.8% | $2,656+414.2% | $6,401+113.3% |
| Admin fee / account holder | $903 | $6,374-85.8% | $3,972-77.3% | $11,429-92.1% |