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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 | $6,475 | $29,319-77.9% | $52,425-87.6% | $82,448-92.1% |
| Participation rate | 86.3% | 46.9%+39.4pp | 55.6%+30.7pp | 68.1%+18.2pp |
| Annual return | -2.05% | 535.20%-537.3pp | 302.12%-304.2pp | 41.64%-43.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,993 | $1,171+70.2% | $1,790+11.3% | $4,139-51.8% |
| Admin fee / account holder | $3,379 | $1,962+72.2% | $2,495+35.5% | $7,234-53.3% |