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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 | $27,167 | $78,694-65.5% | $67,652-59.8% | $125,389-78.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.01% | 9.46%-13.5pp | 6625.40%-6629.4pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,806 | $4,292-34.6% | $3,560-21.2% | $5,352-47.6% |
| Admin fee / account holder | $340 | $7,403-95.4% | $4,821-92.9% | $9,541-96.4% |