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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 | $5,987 | $101,618-94.1% | $93,063-93.6% | $137,256-95.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -2.24% | 223.95%-226.2pp | 34.15%-36.4pp | 220.34%-222.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,069 | $4,279-51.7% | $3,958-47.7% | $6,407-67.7% |
| Admin fee / account holder | $1,019 | $6,198-83.6% | $6,033-83.1% | $12,270-91.7% |