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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 | $2,507 | $29,319-91.4% | $52,425-95.2% | $82,448-97.0% |
| Participation rate | 88.2% | 46.9%+41.4pp | 55.6%+32.6pp | 68.1%+20.2pp |
| Annual return | -6.61% | 535.20%-541.8pp | 302.12%-308.7pp | 41.64%-48.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $778 | $1,171-33.5% | $1,790-56.5% | $4,139-81.2% |
| Admin fee / account holder | $523 | $1,962-73.4% | $2,495-79.0% | $7,234-92.8% |