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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 | $7,341 | $100,279-92.7% | $81,353-91.0% | $145,884-95.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -5.17% | 34.49%-39.7pp | 24.82%-30.0pp | 551.85%-557.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,332 | $4,611-6.0% | $3,885+11.5% | $6,690-35.2% |
| Admin fee / account holder | $1,685 | $8,206-79.5% | $5,766-70.8% | $13,392-87.4% |