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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 | $2,075 | $72,071-97.1% | $68,368-97.0% | $137,256-98.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -12.07% | 353.14%-365.2pp | 292.57%-304.6pp | 220.34%-232.4pp |
| Employer contribution / active EE | $285 | $2,788-89.8% | $2,649-89.2% | $4,156-93.1% |
| Participant deferral / active EE | $1,200 | $4,410-72.8% | $4,123-70.9% | $6,407-81.3% |
| Admin fee / account holder | $1,427 | $5,336-73.3% | $5,150-72.3% | $12,270-88.4% |