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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 | $7,694 | $93,117-91.7% | $77,096-90.0% | $134,532-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -42.07% | 62.67%-104.7pp | 42.35%-84.4pp | 418.27%-460.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,760 | $5,241-9.2% | $4,429+7.5% | $6,401-25.6% |
| Admin fee / account holder | $656 | $6,948-90.6% | $5,428-87.9% | $11,429-94.3% |