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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 | $9,972 | $90,606-89.0% | $79,466-87.5% | $135,379-92.6% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -10.87% | 977.69%-988.6pp | 718.28%-729.2pp | 519.79%-530.7pp |
| Employer contribution / active EE | $8 | $3,068-99.8% | $2,800-99.7% | $4,779-99.8% |
| Participant deferral / active EE | $1,972 | $4,050-51.3% | $3,704-46.8% | $5,609-64.8% |
| Admin fee / account holder | $854 | $5,895-85.5% | $5,104-83.3% | $10,828-92.1% |