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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 | $84,762 | $112,935-24.9% | $90,970-6.8% | $158,966-46.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -51.58% | 215.79%-267.4pp | 134.58%-186.2pp | 302.95%-354.5pp |
| Employer contribution / active EE | $202 | $2,895-93.0% | $2,122-90.5% | $4,762-95.8% |
| Participant deferral / active EE | $12,609 | $4,129+205.4% | $3,373+273.8% | $5,983+110.7% |
| Admin fee / account holder | $494 | $8,045-93.9% | $5,960-91.7% | $11,250-95.6% |