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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 | $99,053-80.7% | $88,179-78.3% | $138,895-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | -12.09% | 78.17%-90.3pp | 64.97%-77.1pp | 145.39%-157.5pp |
| Employer contribution / active EE | $103 | $2,882-96.4% | $2,549-96.0% | $4,194-97.5% |
| Participant deferral / active EE | $13,561 | $5,225+159.5% | $4,614+193.9% | $6,396+112.0% |
| Admin fee / account holder | $2,021 | $8,748-76.9% | $7,673-73.7% | $12,562-83.9% |