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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 | $2,881 | $25,979-88.9% | $71,702-96.0% | $68,495-95.8% |
| Participation rate | 72.9% | 54.5%+18.4pp | 62.3%+10.5pp | 67.9%+5.0pp |
| Annual return | -34.22% | -15.10%-19.1pp | 9.14%-43.4pp | -7.84%-26.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,306 | $1,522+51.5% | $2,658-13.2% | $4,028-42.7% |
| Admin fee / account holder | $496 | $2,022-75.5% | $3,974-87.5% | $5,403-90.8% |