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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 | $52,888 | $107,363-50.7% | $92,909-43.1% | $152,897-65.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -20.43% | 145.63%-166.1pp | 109.44%-129.9pp | 345.43%-365.9pp |
| Employer contribution / active EE | $612 | $4,222-85.5% | $3,653-83.2% | $4,764-87.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $675 | $7,082-90.5% | $5,795-88.4% | $11,599-94.2% |