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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 | $11,125 | $90,467-87.7% | $93,759-88.1% | $134,532-91.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -25.47% | -15.72%-9.8pp | -11.33%-14.1pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,660 | $5,980+11.4% | $6,096+9.3% | $6,401+4.0% |
| Admin fee / account holder | $437 | $9,258-95.3% | $7,197-93.9% | $11,429-96.2% |