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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 | $19,105 | $97,125-80.3% | $86,233-77.8% | $137,256-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -12.09% | 74.19%-86.3pp | 61.39%-73.5pp | 220.34%-232.4pp |
| Employer contribution / active EE | $103 | $2,841-96.4% | $2,504-95.9% | $4,156-97.5% |
| Participant deferral / active EE | $13,561 | $5,180+161.8% | $4,559+197.4% | $6,407+111.7% |
| Admin fee / account holder | $2,021 | $9,725-79.2% | $8,342-75.8% | $12,270-83.5% |