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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 | $5,651 | $101,618-94.4% | $93,063-93.9% | $137,256-95.9% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | -2.61% | 223.95%-226.6pp | 34.15%-36.8pp | 220.34%-222.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,905 | $4,279-32.1% | $3,958-26.6% | $6,407-54.7% |
| Admin fee / account holder | $13,167 | $6,198+112.4% | $6,033+118.2% | $12,270+7.3% |