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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 | $18,853 | $111,830-83.1% | $93,696-79.9% | $145,884-87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -4.37% | 204.08%-208.4pp | 133.74%-138.1pp | 551.85%-556.2pp |
| Employer contribution / active EE | $3 | $3,093-99.9% | $2,422-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $5,608 | $4,920+14.0% | $4,417+27.0% | $6,690-16.2% |
| Admin fee / account holder | $2,484 | $10,249-75.8% | $8,287-70.0% | $13,392-81.4% |