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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 | $19,986 | $45,566-56.1% | $64,105-68.8% | $59,633-66.5% |
| Participation rate | 75.0% | 60.2%+14.8pp | 68.2%+6.8pp | 68.7%+6.3pp |
| Annual return | -3.16% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $2 | $934-99.8% | $1,820-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,630 | $2,057-20.7% | $2,822-42.2% | $3,192-48.9% |
| Admin fee / account holder | $3,306 | $3,268+1.2% | $4,499-26.5% | $4,297-23.1% |