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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 | $28,250 | $127,100-77.8% | $105,738-73.3% | $135,382-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 4.49%-13.1pp | 6.27%-14.9pp | 519.77%-528.4pp |
| Employer contribution / active EE | -$529 | $4,107-112.9% | $3,268-116.2% | $4,779-111.1% |
| Participant deferral / active EE | $12,636 | $5,064+149.5% | $4,080+209.7% | $5,609+125.3% |
| Admin fee / account holder | $3,966 | $9,087-56.4% | $6,913-42.6% | $10,829-63.4% |