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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 | $12,054 | $117,777-89.8% | $71,778-83.2% | $134,545-91.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -24.73% | 25.46%-50.2pp | 9.15%-33.9pp | 418.37%-443.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,306 | $3,756-12.0% | $2,656+24.4% | $6,401-48.4% |
| Admin fee / account holder | $320 | $6,379-95.0% | $3,974-91.9% | $11,431-97.2% |