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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 | $3,306 | $72,071-95.4% | $68,368-95.2% | $137,256-97.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | -14.10% | 353.14%-367.2pp | 292.57%-306.7pp | 220.34%-234.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,538 | $4,410-65.1% | $4,123-62.7% | $6,407-76.0% |
| Admin fee / account holder | $766 | $5,336-85.6% | $5,150-85.1% | $12,270-93.8% |