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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 | $6,577 | $110,039-94.0% | $97,260-93.2% | $145,884-95.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -45.85% | 244.44%-290.3pp | 75.54%-121.4pp | 551.85%-597.7pp |
| Employer contribution / active EE | $237 | $3,074-92.3% | $2,721-91.3% | $4,662-94.9% |
| Participant deferral / active EE | $5,638 | $4,674+20.6% | $4,262+32.3% | $6,690-15.7% |
| Admin fee / account holder | $3,018 | $6,204-51.4% | $5,640-46.5% | $13,392-77.5% |