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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 | $41,489 | $81,664-49.2% | $70,476-41.1% | $158,966-73.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -34.75% | 208.59%-243.3pp | 109.12%-143.9pp | 302.95%-337.7pp |
| Employer contribution / active EE | $302 | $3,219-90.6% | $2,738-89.0% | $4,762-93.7% |
| Participant deferral / active EE | $1,500 | $4,556-67.1% | $3,710-59.6% | $5,983-74.9% |
| Admin fee / account holder | $43,255 | $6,197+597.9% | $3,847+1024.4% | $11,250+284.5% |