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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 | $9,531 | $110,278-91.4% | $95,740-90.0% | $139,466-93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -5.76% | 27.19%-32.9pp | 28.41%-34.2pp | 373.66%-379.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,186 | $4,674+32.3% | $4,244+45.8% | $6,712-7.8% |
| Admin fee / account holder | $1,089 | $6,613-83.5% | $5,676-80.8% | $11,409-90.5% |