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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 | $27,038 | $82,288-67.1% | $68,794-60.7% | $134,509-79.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.90% | -2.19%-22.7pp | -6.37%-18.5pp | 418.13%-443.0pp |
| Employer contribution / active EE | $16 | $3,301-99.5% | $2,656-99.4% | $4,741-99.7% |
| Participant deferral / active EE | $16,447 | $4,738+247.1% | $3,941+317.3% | $6,400+157.0% |
| Admin fee / account holder | $788 | $6,482-87.8% | $4,934-84.0% | $11,427-93.1% |