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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 | $17,136 | $59,111-71.0% | $86,451-80.2% | $68,490-75.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -25.59% | -0.22%-25.4pp | 4398.51%-4424.1pp | -7.85%-17.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,124 | $5,900+105.5% | $6,953+74.4% | $4,028+201.0% |
| Admin fee / account holder | $347 | $5,640-93.8% | $6,734-94.8% | $5,403-93.6% |