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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 | $88,555 | $99,079-10.6% | $78,002+13.5% | $273,972-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.03% | 217.93%-219.0pp | 425.99%-427.0pp | 41.46%-42.5pp |
| Employer contribution / active EE | $219 | $3,308-93.4% | $2,470-91.2% | $4,869-95.5% |
| Participant deferral / active EE | $1,184 | $4,306-72.5% | $3,497-66.1% | $5,287-77.6% |
| Admin fee / account holder | $3,469 | $8,954-61.3% | $5,481-36.7% | $10,133-65.8% |