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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 | $12,355 | $42,909-71.2% | $60,906-79.7% | $68,486-82.0% |
| Participation rate | 85.0% | 66.8%+18.2pp | 73.1%+11.9pp | 67.9%+17.1pp |
| Annual return | -22.26% | -13.99%-8.3pp | 16.94%-39.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $225 | $1,979-88.6% | $2,703-91.7% | $2,597-91.3% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $501 | $3,104-83.9% | $3,227-84.5% | $5,404-90.7% |