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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 | $12,983 | $100,279-87.1% | $81,353-84.0% | $145,884-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -2.56% | 34.49%-37.1pp | 24.82%-27.4pp | 551.85%-554.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,916 | $4,611-36.8% | $3,885-24.9% | $6,690-56.4% |
| Admin fee / account holder | $1,932 | $8,206-76.5% | $5,766-66.5% | $13,392-85.6% |