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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 | $2,684 | $27,632-90.3% | $61,399-95.6% | $68,495-96.1% |
| Participation rate | 84.4% | 39.5%+44.9pp | 52.6%+31.9pp | 67.9%+16.6pp |
| Annual return | -23.06% | -13.24%-9.8pp | 338.81%-361.9pp | -7.84%-15.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,432 | $1,264+92.5% | $2,124+14.5% | $4,028-39.6% |
| Admin fee / account holder | $365 | $2,010-81.9% | $2,131-82.9% | $5,403-93.3% |