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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 | $14,295 | $95,915-85.1% | $79,580-82.0% | $134,532-89.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -27.86% | -2.71%-25.2pp | 0.15%-28.0pp | 418.27%-446.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,835 | $4,693+152.2% | $3,985+197.0% | $6,401+84.9% |
| Admin fee / account holder | $1,313 | $9,132-85.6% | $6,835-80.8% | $11,429-88.5% |