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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 | $13,879 | $77,638-82.1% | $156,551-91.1% | $62,881-77.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -12.58% | 50.33%-62.9pp | 32.23%-44.8pp | 20.14%-32.7pp |
| Employer contribution / active EE | $279 | $3,444-91.9% | $5,501-94.9% | $2,281-87.8% |
| Participant deferral / active EE | $1,205 | $3,046-60.4% | $4,871-75.3% | $3,203-62.4% |
| Admin fee / account holder | $612 | $5,561-89.0% | $13,028-95.3% | $4,296-85.8% |